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 Data Protection Officer
The record model is essentially unevidenced: the evidence shows customer-adjacent artefacts (quotes-to-invoices, 'unlimited customer document storage') but nothing on contact/company/deal objects, custom fields, validation, or deduplication. A database of third-party personal data whose data model is undocumented is a liability I cannot score above 'barely structured'. 1 2