As a seasoned freelance journalist, I understand the challenges of handling projects. Streak Crm Open Source …tracking leads, and supporting client relationships. For many years, I have actually explore various tools to enhance my workflow and improve performance. One tool that has actually genuinely revolutionized my hiring process. In this article, I will explore the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Streak Crm Open Source for your client relations cooperation communication and a lot more so let’s get into it first off you require to go to streak.com and you will land on 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 really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will help you personalize a best process for your team and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this option here which is contribute 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 add to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-new choice 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 brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have various options 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 actually a lead called pitched demo working out close phone closed uh you know then we have supporting fine 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 email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will offer your phase a name let’s state that you actually wished to create another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really select various colors for each of the stages however I believe all of these are in fact currently developed so this is really pretty outstanding 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 demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating 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 on this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task calls and meetings 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 fine e-mail thread count close date all right business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have developed by date created fans and more so I actually want to choose the produced.
by or perhaps the followers due to the fact that I want to monitor my team members that are actually following this so I will you understand 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 choices available within streak is actually among the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my job once again if I didn’t wish to go for these sales if I did with projects then I can choose the job stages right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others property support and custom So within our support you can see we have inbound designated working on resolved and noise this is in fact pretty good and we likewise have custom-made where I can in fact start something from the scratch totally according to my business for me we just have the sales so I’m gon na choose the sales here and click 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 create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this 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 simply click on new now once you create a lead we can actually click here and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks 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 develop a lead within your once you’re done 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 information gathered 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can actually develop a follow-up emails and different storage emails here and we have active instructs so utilizing is truly simple you can get started for free by simply adding the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with many customers, managed multiple tasks at the same time, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a solution, I checked out different platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to keep track of the development and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to project conclusion.
You can classify contacts, create custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, enhancing productivity and making sure everybody remains on the exact same page.
Personalized Workflows:.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce templates for common email actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and extensive designer paperwork, making it easy to integrate with other tools and develop custom-made services.
This versatility permits freelance journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to implementation.
You can produce customized stages for various advancement stages, designate jobs to employee, and track progress effectively.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
offers a more budget-friendly option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
Conclusion:.
As a freelance journalist, handling your hiring procedure and client relationships is critical to your success. offers a intuitive and budget friendly solution that seamlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.