The answer to your questions is not easy or straight-forward.
You are asking for 2 completely different things. Do you want sales tracking software or a CRM software? They are used for different purposes.
Before selecting ANY software, you need to define what your use is and what you want the software to do for you. What is your strategy, objective, and actions? Those will be the drivers for the software you want, not the other way around.
Almost every failed CRM implementation we have seen, over our 15 years doing this kind of consulting and implementations, are the direct result of the path you are going down. Companies think they can select a certain software and "eureka" they have CRM.
CRM is NOT software, it is the result of the way every company manages their relationships with prospects, customers, and employees. The software used is the tool that provides a way of doing what you want, when you want, and with the method you want.
With that said, then I would ask why you want to use only web-based systems?
While the initial cost can be lower than an installed system the break point for most are at about 12-18 months (for the low cost systems). After that, it starts to cost considerably more to use the on-line systems than a hosted on. As well, most low cost web-based systems do not allow for customization to suit your needs specifically. They are "here is what we offer, use this" types of systems.
They would work well for you if your strategy, objectives, and actions match what they offer. If not, then you will find frustration and lack of effective use to be the norm. When you need to have some modifications or expansion of these systems; they will be either not able to or be cost prohibitive.
More importantly, we have used some online systems and one of the
websites failed. We could not get to our data for almost 2 full days. No
access, no work done! Then we went with another choice and one day we
came in and the company had went out of business, website was shut down
and we lost all our data. Never going to happen again. Our data stays on systems we control, in a location we know will be here, and the cost to set it up, once, does not increase when we add additional users.
Also, you want to ask these questions of yourself, before selecting a solution:
- Do I need, or want, to know what marketing actions are effective in getting leads into my company?
- What marketing action, or vehicle, leads to the highest closure rate, with the most profitable customers?
- What is the quality of the lead(s) we are getting?
- Where are they in the "buying decision" process?
- Do I want to know the status of the lead in the system?
- Do I want to know how many actions we need to do, or have done, to close the sale?
- What information do we supply, or need to supply, that will trigger the decision process to buy in our favor?
- What methods do we use to followup and/or educate our prospects to facilitate the decision to buy from us?
- What do we do with the leads that are not ready to buy now, but need nurturing further?
These are but a few of the things that you need to address, BEFORE making a software purchasing decision. To not answer these, you are leaving a lot of potential sales in your wake and losing a lot of money.
Most of these questions are part of a business management system or software and not part of most CRM software packages. If the systems you are looking at do not include these items, then we should talk. The system I use does, and it is not web-based. I can make it as simple as I need now, and increase the functionality when I am ready.
Not only does it provide the things listed above, it also does marketing automation, campaign management, lead tracking, quoting and proposal generation, help desk and ticketing support, RMA tracking, surveys, project and contract management, reporting and analysis, all the standard CRM stuff that is standard, links to my QuickBooks system for automated inporting, and more. All of this for about $500.
I am not going to provide the name here because you want it to be web-based, but if what I said changes your mind and there is interest, send me a message, I will be happy to provide the software name to you.
Best of luck with your selection, what ever it is.