Pretty much that, except Zapier works in the background, basically a script and no monitoring. I'm sure there are other, easier solutions, but somebody told me

Pretty much that, except Zapier works in the background, basically a script and no monitoring. I'm sure there are other, easier solutions, but somebody told me about this, so testing it out. But it depends on what you want to use the CRM/e-mail solution for I guess. I for the most part like Mailchimp as a CRM for managing different lists that we have...it's just the e-mail format that I find impersonal. Generally I've just been doing the e-mails manually, but automation is always ideal :)