As a seasoned freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to use How To Customize Properties In Streak Crm for your client relations collaboration communication and much more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete newbie it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally free so once 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 add to Chrome click ADD extension and your extension will be added 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 merely sign in make certain to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 combines so you can see this resembles our brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting okay 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 e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will give your phase a name let’s say that you really wanted 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 offer it your color so we can really select various colors for each of the stages however I think all of these are really already developed so this is actually quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and then we have working out with negotiating I can opt for 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 free form a date check box fall General e-mail email tracking job calls and conferences so I don’t see anything for the course and meetings 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 in fact missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date okay business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually produced by date created followers and more so I actually want to choose the created.
by or maybe the fans because I want to keep an eye on my team members that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives available within streak is actually one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t wish to choose these sales if I made with tasks then I can opt for the task stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it various different colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others property support and customized So within our support you can see we have inbound assigned dealing with resolved and noise this is actually pretty good and we also have custom-made where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click produce now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on enter so now you can see we have one lead created let’s say that there is actually 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 add another lead let’s call it brand-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 state there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now when you produce a lead we can actually click on this link and it will now open the different fields that we added 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 remember and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks 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 finished with this you can really click on get in and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one contacted 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 perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with merge email what takes place is I can actually produce a follow-up emails and different storage emails here and we have active advises so utilizing is really easy you can get started totally free by just adding the combination and now you know how to use as a complete novice 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 connects to. As a freelance journalist, I have actually worked with numerous clients, handled several jobs concurrently, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my quest for a service, I explored different platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to handle and keep track of the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to incorporate with other tools and build customized options.
This flexibility enables freelance reporters with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to deployment.
You can produce customized phases for different advancement stages, assign jobs to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more cost effective service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. offers a budget friendly and intuitive service that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.