Contact & data model
How this is scored
Depth and hygiene of the core records: contacts, companies and deals linked to each other, custom fields, activity history on the record, import hygiene and deduplication.
0 — Not a CRM data model; the product is an address book or mailing list with no companies or deals.
3 — Contacts, companies and deals linked to each other, with a few custom fields and notes on the record.
5 — Custom fields on contacts, companies and deals, an activity timeline (emails, calls, meetings, notes) on each record, and duplicate detection or merging of records.
8 — Custom objects or relationships beyond the standard model, field types with validation and required fields, bulk merge and deduplication tooling, and field-level permissions.
10 — A modelable system of record: custom objects with their own relations, pipelines and permissions, field-level change history, data-quality tooling (enrichment, bulk cleanup, rules) documented, and the model exposed completely through the API.
The Migrator
Contacts, companies and deals are managed together, custom fields are offered, and each contact's timeline carries activities, deals, notes, emails, files, texts, sequences and page visits, with auto-enrichment, tags and 50+ filters on top. I found no public information on duplicate detection or merging — the hygiene tooling I need for a clean migration in — and nothing on custom objects, field validation or field-level permissions, so I stop below the middle of the scale. 1 2 3