As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Alternatives To Streak Crm for your client relations partnership interaction and much more so let’s enter into it first off you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete novice it will help you tailor a best procedure for your team and you will be able to get your work done now let’s actually enter into the process now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this alternative here which is contribute 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 contribute to Chrome click 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 merely sign in make sure to sign.
into the very 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 simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-new alternative 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 is like our brand-new dashboard 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 create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various options firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will provide your phase a name let’s state that you really wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose various colors for each of the stages but I believe all of these are in fact already produced so this is actually quite outstanding what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have working out with negotiating I can go with 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 kind a date check box fall General e-mail e-mail tracking task 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 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 okay email thread count close date all right business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na actually find something else within the general where we have created by date created followers and more so I in fact wish to choose the created.
by or maybe the fans due to the fact that I want 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 desired for my pipeline now you can see there are a lot of choices offered within streak is really among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to opt for these sales if I did with tasks then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it different various colors we also have service Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others property assistance and custom So within our assistance you can see we have actually inbound appointed dealing with dealt with and noise this is really respectable and we also have custom where I can actually start something from the scratch completely according to my company for me we just 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 an employee so I’m going to opt for the shared one here and click create now it will simply 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 in fact click on this drop down and we have handle stage or rename so as I proceed as I include 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 add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click get in so now you can see we have actually one lead produced 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 brand-new I’m going to add another lead let’s call it new two 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 this way now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can really click on go into and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can select different 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 be able to see we have private alternative we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different 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 likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with merge email what takes place is I can in fact develop a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can begin for free by simply adding the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve dealt with various clients, managed multiple projects all at once, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance 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 essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear introduction of your interactions with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to job completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential emails, and work together in real-time, improving performance and ensuring everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for common email actions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to incorporate with other tools and develop customized options.
This versatility permits independent journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to release.
You can produce custom stages for various development stages, assign jobs to team members, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more economical solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. offers a intuitive and inexpensive option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.