As a seasoned freelance reporter, I understand the challenges of handling tasks. Free Streak Crm Features …tracking leads, and nurturing client relationships. For many years, I’ve experimented with various tools to simplify my workflow and enhance efficiency. One tool that has actually really revolutionized my hiring procedure. In this post, I will delve into the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to utilize Free Streak Crm Features for your consumer relations cooperation communication and much more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total beginner it will assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely free so once you get to the site you’ll get this choice 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 on add to Chrome click on ADD extension and your extension will be added okay 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 just check in make sure to sign.
into the very 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 simply scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and upgraded reply and then we have this brand-new option 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 resembles our new control panel 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 brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you in fact wanted to develop another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick various colors for each of the stages but I believe all of these are actually already created so this is actually pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the exact 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 demo here and after that we have negotiating 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 kind a date check box fall General e-mail email tracking job calls and meetings 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right email thread count close date all right 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 actually developed by date produced fans and more so I actually want to go for the created.
by or perhaps the fans because I wish to track my employee that are actually following this so I will you know 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 great deal of options readily available within streak is actually one of the simplest and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t wish to choose these sales if I did with tasks then I can choose the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also offer it various various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom So within our support you can see we have actually incoming appointed working on resolved and sound this is really pretty good and we also have custom where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on 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 add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a called as well there’s one working out so I’ll just merely click on new now once you produce a lead we can really click on this link and it will now open up the various fields that we added so this is a brand-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 invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails 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 finished with this you can in fact click go into and it will be closed now it will show 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail extremely quickly 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 merge emails now with our so this is the merge email and with merge e-mail what occurs is I can in fact create a follow-up emails and different storage e-mails here and we have active advises so using is actually simple you can begin totally free by simply adding the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I have actually dealt with many clients, managed numerous jobs simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored various platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to task completion.
You can categorize contacts, create custom-made phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, improving productivity and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop templates for common email actions, schedule follow-ups, and established tips, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and build custom-made solutions.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to deployment.
You can create custom-made phases for various development stages, assign tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more economical option, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. offers a budget friendly and intuitive service that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.