As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize Insightly Or Streak Crm For Freelancers for your client relations cooperation interaction and a lot more so let’s get into it first of all you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete newbie it will assist you customize an ideal process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely free so when you get to the site you’ll get this option here which is add to Chrome and you’re.
going to select 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 all right 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 sign in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic 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 combines so you can see this resembles our new dashboard for here I’ll be able to produce a brand-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 really do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size company size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will give your phase a name let’s say that you actually wished to develop another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I think all of these are in fact already produced so this is really pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and after that 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 different fields that you want so you will click on this plus here and we have totally free type a date check box drop down General email email tracking job calls and meetings 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here fine email thread count close date fine company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually developed by date created followers and more so I in fact want to choose the developed.
by or maybe the fans since I want to keep an eye on my staff member that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of options available within streak is really one of the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I made with projects then I can choose the task phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also give it various various colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate assistance and customized So within our support you can see we have actually inbound designated dealing with fixed and noise this is really respectable and we also have customized where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click 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 really click this drop down and we have handle phase or rename so as I proceed as I include 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 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 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 add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click new now as soon as you produce a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and comments you can change 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 comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can in fact click 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 two leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the 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 crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with merge email what happens is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so using is really easy you can get started totally free by just including the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I have actually worked with many clients, managed several tasks all at once, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for an option, I explored different platforms but found them to be either too complex or too costly 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 customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to monitor the development and handle of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail responses, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to integrate with other tools and develop customized options.
This flexibility permits freelance journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to release.
You can develop customized stages for different advancement phases, appoint tasks to employee, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a intuitive and affordable solution that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or writer 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 effect of Streak CRM in your freelance journalism endeavors.