As a skilled freelance reporter, I understand the challenges of managing jobs. How Many Users Can You Have On Streaks Free Crm …tracking leads, and supporting customer relationships. Over the years, I have actually try out various tools to streamline my workflow and improve efficiency. One tool that has truly reinvented my hiring procedure. In this post, I will explore the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be revealing you how to use How Many Users Can You Have On Streaks Free Crm for your consumer relations collaboration interaction and far more so let’s get into it to start with you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute 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 fantastic and I’ll reveal you how to do that as a complete newbie it will help you tailor a best process for your team and you will be able to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s completely totally free so once you get to the website 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 fine 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 simply check in make sure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this new choice 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 dashboard for here I’ll have the ability to develop 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 new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern market deal 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 at the top and you will give your stage a name let’s state that you actually wanted to create another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick different colors for each of the stages however I think all of these are really already produced so this is really quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and then we have working out with negotiating I can choose like in progress or something and now you can see these are my stages 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 type a date check box fall General email 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 actually missing and I’ll actually reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size alright 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 produced fans and more so I really want to go for the produced.
by or maybe the fans due to the fact that I wish to keep track of my staff member 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 wanted for my pipeline now you can see there are a lot of choices available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t want to choose these sales if I did with tasks then I can choose the job phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it different different colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom So within our assistance you can see we have incoming appointed working on solved and noise this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely 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 just call it brand-new and click enter so now you can see we have actually one lead produced 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 new I’m going to add another lead let’s call it new two 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 called also there’s one working out so I’ll just simply click new now once you produce 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 produced and we have all of these different columns we have the fields that we developed remember and then we have welcome teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails 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 once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can actually click on get in and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting 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 crucial ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so using is actually easy you can get started for free by simply adding the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with many clients, handled multiple jobs all at once, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms however found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, boosting efficiency and making sure everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and established 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 development. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and build custom services.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement jobs, from ideation to implementation.
You can develop custom-made stages for various development phases, assign jobs to employee, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, minimizing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical service, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. deals a affordable and instinctive solution that effortlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor developer, 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.