Contact & data model
How this is scored
Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.
0 — A flat address book; no relations between people, companies and deals.
3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.
5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.
8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.
10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.
The Migrator
"Unlimited Contacts, Deals, Fields, and Tags on all plans" confirms the core objects and real custom fields, but there is not one word about a companies object, merge, or dedupe tooling — and dedupe is the difference between a migration and a six-month cleanup project. The AI card scanner is a data-in path, not hygiene. Customization looks more than cosmetic; hygiene is entirely unevidenced. 1 2