As an experienced freelance reporter, I understand the challenges of managing projects, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of utilizing for freelance 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 people welcome back in this video I will be revealing you how to utilize Streak Crm Is It Really Free for your client relations collaboration communication and a lot 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 add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total newbie it will assist you personalize a perfect process for your team and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing to Gmail and it will take me directly 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 check in make certain to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access 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 simple you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-new option 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 is like our brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will give your phase a name let’s state that you actually wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select different colors for each of the stages but I believe all of these are in fact already produced so this is in fact quite outstanding what I will do is I will in fact get rid of 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 choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have working out 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 on this plus here and we have totally free type a date check box fall General e-mail email tracking job 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date all right company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have created by date developed fans and more so I actually wish to choose the created.
by or possibly the fans since I wish to keep track of my employee that are in fact following this so I will you understand 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 great deal of options offered within streak is really one of the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my task again if I didn’t want to go for these sales if I did with tasks then I can choose the job stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it different various colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our assistance you can see we have actually incoming designated dealing with resolved and noise this is in fact pretty good and we also have custom-made where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na opt for the sales here and click create 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 create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle phase or rename so as I continue as I add various 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 ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click get in so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to include 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 two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click on brand-new now once you develop a lead we can really click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re made with this you can really click on get in and it will be closed now it will reveal 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 called 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 carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly 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 simple Gmail very quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what takes place is I can really produce a follow-up emails and various storage e-mails here and we have active advises so using is actually easy you can begin free of charge by just adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I’ve worked with numerous customers, handled multiple jobs concurrently, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily count on email communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to job conclusion.
You can classify contacts, produce custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share essential emails, and team up in real-time, improving efficiency and ensuring everybody stays on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and comprehensive developer documentation, making it easy to integrate with other tools and develop custom solutions.
This flexibility enables freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to release.
You can create custom-made phases for various development phases, appoint tasks to staff member, and track progress effectively.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, decreasing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
uses a more affordable service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
Conclusion:.
As an independent journalist, handling your hiring process and client relationships is critical to your success. offers a cost effective and instinctive solution that perfectly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, writer, or material developer, 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.