As an experienced freelance journalist, I understand the obstacles of handling projects. Streak Crm For Gmail Cost …tracking leads, and supporting customer relationships. Over the years, I’ve try out numerous tools to simplify my workflow and improve effectiveness. One tool that has really changed my hiring process. In this article, I will delve into the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Crm For Gmail Cost for your consumer relations collaboration interaction and a lot more so let’s enter 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 contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete newbie it will help you customize a best procedure for your team and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s completely free so once you get to the website 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 included okay 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 check in ensure to sign.
into the exact 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 just scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this 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 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 again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different choices first of all we have the stages so this is where you will pick 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 supporting alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want 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 create another um you know stage here for example 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 really pick various colors for each of the stages but I think all of these are actually already developed so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then 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 various fields that you desire so you will click this plus here and we have totally free form a date check box fall General e-mail e-mail tracking job 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 actually missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually developed by date developed followers and more so I in fact wish to opt for the produced.
by or possibly the followers due to the fact that I wish to monitor my staff member 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 desired for my pipeline now you can see there are a lot of options readily available within streak is in fact one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my job again if I didn’t wish to choose these sales if I made with tasks then I can go with the task 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 give it various various colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others real estate support and custom-made So within our assistance you can see we have incoming appointed dealing with dealt with and noise this is in fact pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click on create 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 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 have the ability to include my Lead Series so you can really click on this fall and we have handle 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 add it click the top here add 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 brand-new and click on enter so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click on new now as soon as you develop a lead we can really click here and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can change to the e-mails and it will reveal 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 meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our data 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what takes place is I can actually develop a follow-up emails and different storage e-mails here and we have active advises so using is really simple you can get started free of charge by just adding the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent reporter, I’ve worked with various customers, handled multiple tasks at the same time, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for an option, I explored numerous platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily depend on email communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to monitor the progress and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from list building to job completion.
You can classify contacts, produce custom phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, boosting performance and making sure everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to incorporate with other tools and build custom options.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to implementation.
You can create custom stages for various advancement phases, assign jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. offers a intuitive and budget-friendly option that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.