As an experienced freelance journalist, I comprehend the challenges of managing jobs, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Boxes Streak Crm for your client relations collaboration interaction and far more so let’s get into it first off you require to go to streak.com and you will arrive on this website 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 really turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete newbie it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s entirely totally free so when you get to the website you’ll get this option 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 add to Chrome click ADD extension and your extension will be added all right 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 just sign in ensure to sign.
into the 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 look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and updated reply and then we have this brand-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 merges so you can see this is like our brand-new control panel 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 employing so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate email 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 give your stage a name let’s say that you in fact wanted 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 provide it your color so we can actually select different colors for each of the stages however I believe all of these are actually already created so this is really quite remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just 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 get rid of the demo here and after that we have working out 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 different fields that you desire so you will click on this plus here and we have totally free form a date check box drop down General email e-mail tracking job calls and conferences so I don’t 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here all right email thread count close date all right company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have created by date produced followers and more so I in fact wish to go for the created.
by or perhaps the fans due to the fact that I want to keep track of my staff member that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives available within streak is actually among the simplest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t wish to choose these sales if I did with tasks then I can go with the job stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different different colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our assistance you can see we have inbound appointed dealing with solved and noise this is in fact pretty good and we also have custom-made where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have manage 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 add it click on the top here include a box so click on 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 on go into 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 brand-new I’m going to add another lead let’s call it new two we can really open this up in a brand-new tab from here too however I’m just for now I’m just 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 simply click on brand-new now once you create a lead we can in fact 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 different columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the staff member we have add columns we have emails 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 upload files and after that 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 develop a lead within your when you’re made with this you can really click on get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 too uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations customized develops 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 brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is truly simple you can get going for free by simply adding the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent journalist, I have actually worked with numerous clients, managed numerous tasks concurrently, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a service, I explored various platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to task completion.
You can categorize contacts, develop customized stages, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important emails, and work together in real-time, enhancing productivity and making sure everyone remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
offers a robust API and extensive developer documents, making it easy to integrate with other tools and construct custom solutions.
This flexibility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to deployment.
You can produce customized phases for different development phases, assign jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email interaction.
As a freelance journalist, handling your hiring procedure and client relationships is critical to your success. offers a affordable and instinctive service that effortlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.