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
Leads and deals exist with automatic customer history landing on the record, and the Lexware import checks existing contacts for duplicates — that last one I genuinely appreciate. But I found no public information on custom fields, field types, merge tooling or any model beyond the standard objects, and duplicate detection is evidenced only at that single import door. 1 3 4