As a skilled freelance reporter, I understand the obstacles of handling projects. Free Easy Crm Streak …tracking leads, and supporting client relationships. For many years, I have actually try out different tools to simplify my workflow and enhance effectiveness. One tool that has actually really revolutionized my hiring process. In this post, I will look into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to utilize Free Easy Crm Streak for your customer relations cooperation interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total novice it will assist you customize a best process for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s entirely free so as soon as you get to the site you’ll get this alternative 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 on contribute to Chrome click on ADD extension and your extension will be added alright 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 simply check in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will offer your phase a name let’s state that you really wanted to develop 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 offer it your color so we can really pick various colors for each of the stages but I think all of these are really currently developed so this is actually quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe 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 actually let’s get rid of 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have totally free type a date check box drop down General email 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 opt for this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date fine business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually produced by date developed followers and more so I actually wish to go for the developed.
by or maybe the fans due to the fact that I wish to monitor my staff member that are actually 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 great deal of alternatives offered within streak is actually among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t wish to go for these sales if I did with projects then I can choose the job phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise give it various different colors we also have business 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 property support and custom So within our assistance you can see we have actually incoming assigned working on resolved and sound this is actually respectable and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop personal 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 on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability 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 just call it new and click get in so now you can see we have actually one lead produced let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add 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 simply gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on new now when you create a lead we can actually click here and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish 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 produce a lead within your when you’re done with this you can in fact click on get in 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 choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the combine email and with merge e-mail what occurs is I can actually create a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can begin free of charge by simply including the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I have actually dealt with various clients, managed numerous jobs all at once, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed journalists who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to manage and keep track of the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to task conclusion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, boosting performance and ensuring everyone stays on the same page.
Personalized Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can produce design templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct customized services.
This versatility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can develop customized phases for different advancement phases, assign tasks to team members, and track development efficiently.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
uses a more economical service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
Conclusion:.
As a self-employed reporter, handling your hiring process and customer relationships is critical to your success. offers a intuitive and economical service that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism career 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.