As a skilled freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to utilize Capsule Crm Vs Streak for your consumer relations collaboration communication and far more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete novice it will help you customize an ideal process for your group and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this choice here which is add 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 on contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 simply sign in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will offer your phase a name let’s state that you actually wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select various colors for each of the stages but I believe all of these are actually already created so this is in fact quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that 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 various fields that you want so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking task calls and meetings so I do not 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 opt for this one here this is the field that was actually missing and I’ll really rearrange and put the notes here all right e-mail thread count close date alright company’s size offer size and Business size all right let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date developed followers and more so I actually want to go for the produced.
by or possibly the followers since I want to keep track of my team members that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives available within streak is in fact one of the most convenient and one of the most uh you know versatile out there it’s really easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I did with projects then I can choose the task stages right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise offer it different various colors we also 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 financier fundraising others realty support and customized So within our assistance you can see we have actually inbound assigned working on resolved and sound this is actually respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have actually one lead created let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a called as well there’s one working out so I’ll just merely click brand-new now as soon as you produce a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re done with this you can actually click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with merge email what takes place is I can in fact develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can get going totally free by simply adding the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I have actually worked with various clients, handled several projects at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for an option, I checked out various platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and team up in real-time, enhancing efficiency and ensuring everyone stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documents, making it simple to incorporate with other tools and build custom-made options.
This versatility allows independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to deployment.
You can produce customized phases for different advancement stages, designate jobs to employee, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. offers a intuitive and inexpensive solution that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.