As an experienced freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to use Streak Crm Self Hosted for your consumer relations collaboration communication and far more so let’s enter into it first of all you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete novice it will help you customize a perfect procedure for your team and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this option 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 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 make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after including this is what your Gmail will look 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 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 is like our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s say that you in fact wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick various colors for each of the stages however I believe all of these are really currently developed so this is in fact pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we simply 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 eliminate the demo 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 desire so you will click this plus here and we have free form a date check box fall General e-mail e-mail tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date okay company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have developed by date developed followers and more so I actually wish to go for the created.
by or maybe the followers due to the fact that I want to keep track of my employee that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is actually one of the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I did with jobs then I can go with the task stages right here and 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 provide it various various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others realty support and custom-made So within our assistance you can see we have inbound appointed working on resolved and noise this is really respectable and we also have customized where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click create private 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 develop now it will just take a second for a street to produce 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 in fact click this drop down and we have handle stage 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 have the ability 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 section here and let’s simply call it new and click on go into so now you can see we have one lead created let’s state that there is in fact 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 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 in this manner now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just simply click brand-new now as soon as you produce 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 different columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload 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.
accessories 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 reveal 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 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 erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs 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 create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can actually create a follow-up emails and various storage emails here and we have active instructs so using is really easy you can get going totally free by just including the integration and now you know 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 offer some context about my profession and how it relates to. As an independent journalist, I’ve dealt with numerous clients, handled multiple projects at the same time, and maintained an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to job conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, improving efficiency and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to incorporate with other tools and construct customized services.
This versatility enables self-employed reporters with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to implementation.
You can develop customized phases for various advancement phases, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, reducing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a free variation, but 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 simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and customer relationships is paramount to your success. offers a budget friendly and intuitive solution that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.