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 Solo Seller
Contacts and organizations get their own pages carrying the team's full email timeline and auto-enrichment, and they link to each other automatically — a real relationship model, not a flat book. Custom columns come in proper types like dropdown and tag, and the importer updates existing records by box name. We found no public information on dedupe or merge tooling, required fields, or field-level permissions, so hygiene is on me. 3 4 12