As a seasoned freelance journalist, I understand the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to utilize Streak Crm Invoice for your client relations collaboration interaction and a lot more so let’s get into it first of all you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will assist you personalize a perfect procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely free so as soon as you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is contributing to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just sign in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and then we have this new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s state that you in fact wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick different colors for each of the stages but I believe all of these are really currently created so this is really pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and then we have negotiating with negotiating I can go with like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task calls and conferences so I don’t see anything for the course and conferences here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here all right email thread count close date alright company’s size offer size and Business size all right let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually produced by date developed fans and more so I in fact wish to go for the developed.
by or maybe the followers because I want to monitor my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices readily available within streak is really one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to choose these sales if I made with jobs then I can choose the task stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different different colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty support and customized So within our assistance you can see we have inbound assigned dealing with fixed and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have manage stage or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click go into so now you can see we have one lead created let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a contacted also there’s one working out so I’ll just merely click on brand-new now when you produce a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re done with this you can actually click on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail really easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what takes place is I can actually create a follow-up emails and different storage emails here and we have active instructs so using is actually easy you can begin for free by simply including the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I’ve dealt with numerous clients, handled numerous projects all at once, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and keep track of the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to job conclusion.
You can classify contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, boosting productivity and ensuring everyone stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop custom-made solutions.
This flexibility permits freelance reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to release.
You can produce customized phases for different development phases, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring process and customer relationships is critical to your success. offers a economical and instinctive solution that seamlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.