Company sells to inviduals not companies so contacts and accounts are identical

Platform discussions
1

I am using monday.com CRM in support of a roofing company. They sell to individuals so there seems to be no difference between a contact and an account. The contact is the account. How can I make this work? Thank you.

2

Hey David,

Would deleting/removing or hiding the column work for you here, if you don’t see use for it?

3

To adapt monday.com CRM for your roofing company where individuals act as both contacts and accounts:

  1. Customize fields to capture relevant information.
  2. Use tags or labels for categorization.
  3. Establish relationships between contacts and accounts.
  4. Segment contacts/accounts based on criteria.
  5. Track communication history within the CRM.
  6. Provide training and guidelines for consistent usage.