As a skilled freelance reporter, I understand the challenges of handling jobs. Streak Crm Webflow Integrations …tracking leads, and nurturing client relationships. Over the years, I have actually experimented with different tools to simplify my workflow and improve performance. One tool that has genuinely revolutionized my hiring process. In this post, I will explore the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to use Streak Crm Webflow Integrations for your customer relations partnership interaction and far more so let’s enter into it first of all you need 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 basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total newbie it will help you personalize a best process for your group and you will be able to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s entirely free so as soon as you get to the website 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 contribute to Chrome click ADD extension and your extension will be added alright 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 merely sign in make sure 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 access and we’re gon na simply 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 alternative 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 create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various 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 a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will provide your phase a name let’s say that you in fact wished to create another um you know stage here for instance 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 actually pick various colors for each of the stages however I believe all of these are really already developed so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating with negotiating I can choose 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 this plus here and we have complimentary form a date check box drop down General e-mail email tracking job calls and meetings so I do not 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 in fact rearrange and put the notes here fine e-mail thread count close date okay company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na in fact find something else within the general where we have produced by date produced followers and more so I actually wish to opt for the developed.
by or maybe the fans because I want to monitor my employee that are really 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 alternatives available within streak is in fact one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task once again if I didn’t want to opt for these sales if I did with jobs then I can choose the task phases right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also provide it different various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others property assistance and customized So within our assistance you can see we have actually inbound appointed working on fixed and sound this is actually respectable and we also have custom where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will just take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this fall and we have manage phase or rename so as I continue as I include 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 include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a 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 gotten in touch with as well there’s one negotiating so I’ll just merely click new now once 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 developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that 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 create a lead within your as soon as you’re made with this you can actually click enter 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 choose different 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 be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can actually develop a follow-up emails and different storage e-mails here and we have active advises so using is truly easy you can start totally free by just adding the integration 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 information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I have actually dealt with many customers, handled numerous tasks simultaneously, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for an option, I explored different platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to task completion.
You can classify contacts, produce customized stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share crucial emails, and team up in real-time, boosting performance and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop templates for typical email reactions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and construct custom solutions.
This versatility permits independent journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to implementation.
You can create customized phases for different development phases, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring process and client relationships is critical to your success. offers a cost effective and instinctive option that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or material 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 effect of Streak CRM in your freelance journalism endeavors.