As a skilled freelance reporter, I comprehend the challenges of handling projects, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to utilize Free Streak Crm For Multiple Users for your client relations collaboration communication and a lot more so let’s enter into it first off you require to go to streak.com and you will arrive on 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 Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total beginner it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this choice 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 on add to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding 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 simply check in ensure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this brand-new option 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 resembles our brand-new dashboard for here I’ll be able 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 new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will provide your stage a name let’s say that you really wished to develop another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select different colors for each of the stages but I believe all of these are really currently developed so this is really quite impressive 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 sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of 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 different fields that you want so you will click on 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 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 really missing and I’ll really reorganize and put the notes here alright email thread count close date alright company’s size offer size and Company size alright let’s eliminate the company size and I’m gon na really find something else within the general where we have actually developed by date produced fans and more so I in fact want to choose the created.
by or maybe the followers because I want to keep track of my staff member 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 options available within streak is really among the easiest and among the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t wish to go for these sales if I finished with tasks 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 phases from here on this plus button here and you can likewise give it various different colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others property support and customized So within our assistance you can see we have actually incoming assigned working on solved and sound this is in fact respectable and we also have customized where I can in fact start something from the scratch absolutely according to my company for me we simply 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 create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to add 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 simply click and I’ll be able to include 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 area here and let’s just call it brand-new and click enter so now you can see we have one lead produced 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 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 two leads then let’s say there was a called also there’s one negotiating so I’ll just simply click on brand-new now once you develop a lead we can in fact click here and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our meeting 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 on get in 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 gotten in touch with 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 as well uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really develop a follow-up e-mails and various storage emails here and we have active advises so using is truly easy you can begin totally free by just adding the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with numerous clients, handled several jobs simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my quest for an option, I explored different platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to job conclusion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, improving productivity and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build custom-made services.
This versatility permits self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to release.
You can create custom-made stages for different development phases, assign jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a user-friendly and affordable option that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.