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
Contact records hold relations to organizations, deals, quotes, interactions and notes in a single view, and import-time duplicate handling with skip, create-new or update options plus a post-import summary keeps basic hygiene. We found no public information on custom field types, validation, field-level permissions or dedupe beyond the import screen, so complex models still look like workarounds. 2 3