As a skilled freelance journalist, I understand the challenges of managing projects, tracking leads, and nurturing customer relationships. In this post, I will dive into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to utilize Streak Crm Stripe Integrations for your customer relations collaboration interaction and far more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a kind 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 actually remarkable and I’ll show you how to do that as a complete novice it will help you customize a best process for your group and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s entirely free so once you get to the site you’ll get this option here which is add to Chrome and you’re.
going to choose 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 included fine 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 just sign in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable 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 emails and updated 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able 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 create a brand-new pipeline let’s really do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you actually wished to develop another um you understand stage here for example 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 really select various colors for each of the stages but I believe all of these are actually currently produced so this is in fact quite excellent what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can go with 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 desire so you will click this plus here and we have free type a date check box drop down General e-mail e-mail tracking task calls and conferences 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 choose this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here all right e-mail thread count close date fine company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have created by date created followers and more so I really want to choose the produced.
by or possibly the followers since I wish to keep an eye on my employee 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 wanted for my pipeline now you can see there are a great deal of options readily available within streak is actually among the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t wish to choose these sales if I made with tasks then I can choose the job phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various different colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others realty support and custom-made So within our assistance you can see we have actually inbound appointed working on resolved and noise this is actually respectable and we likewise have custom where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with an employee 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 in fact looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle stage or relabel so as I proceed 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 the top here add a box so click ADD box here and I’m going to include 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 developed let’s say that there is actually 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 brand-new tab from here too but 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 gotten in touch with also there’s one negotiating so I’ll just simply click new now once you produce a lead we can in fact click on this link 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 developed remember and then we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even submit 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 produce a lead within your as soon as you’re made with this you can actually click on enter 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information 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 quickly and produce 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 change to our basic Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with merge email what happens is I can really create a follow-up emails and different storage e-mails here and we have active advises so using is truly easy you can start for free by simply adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I have actually dealt with numerous clients, handled several jobs at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a service, I explored various platforms however discovered them to be either too costly or too complicated 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 perfectly incorporates with Gmail, making it perfect for independent journalists who greatly rely on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to handle and monitor the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to job conclusion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, boosting productivity and ensuring everybody remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can create templates for common email reactions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and construct customized services.
This versatility enables self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to implementation.
You can develop custom phases for different development phases, designate jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. offers a user-friendly and budget friendly option that seamlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.