As a skilled freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Phone Integration for your client relations cooperation communication and much more so let’s enter into it to start with you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total beginner 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 the process now is readily available as an extension and it’s entirely complimentary so once you get to the site 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 contribute to Chrome click on 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 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 sign in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-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 combines 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 really do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will give your stage a name let’s state that you actually wanted to produce 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 give it your color so we can actually pick different colors for each of the stages however I believe all of these are really already developed so this is actually quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we just opt for 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 opt for 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 desire so you will click on this plus here and we have totally free type a date check box drop down General email e-mail tracking task calls and meetings so I do not 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here all right email thread count close date okay company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the general where we have actually created by date created followers and more so I really want to choose the created.
by or maybe the followers due to the fact that I wish to track my staff member that are actually 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 great deal of choices available within streak is really among the most convenient and one of the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I did with tasks then I can choose the job stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise give it various different colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others realty support and custom-made So within our support you can see we have incoming assigned dealing with fixed and noise this is in fact pretty good and we likewise have customized where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can really click this fall and we have manage phase or relabel so as I proceed as I add 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 include a box in the lead area here and let’s just call it new and click on enter so now you can see we have 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 brand-new I’m going to add another lead let’s call it new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click on new now when you develop a lead we can actually click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the employee we have add columns we have e-mails files and comments you can change 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 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 when you’re done with this you can in fact click on enter and it will be closed now it will reveal 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 contacted 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 perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually simple you can get going free of charge by just including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I have actually worked with numerous customers, managed numerous tasks all at once, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a service, I checked out numerous platforms but found 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to manage and monitor the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to job completion.
You can classify contacts, produce customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential emails, and work together in real-time, enhancing performance and ensuring everyone stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce design templates for common email responses, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and develop customized solutions.
This versatility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to deployment.
You can produce custom-made phases for different advancement phases, appoint jobs to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more inexpensive service, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and customer relationships is critical to your success. offers a budget friendly and user-friendly solution that perfectly integrates with Gmail, enabling 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 simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, author, or editor 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 undertakings.