Software Advise Needed

[Excl]

Hi guys. I am looking for software that can adapt to excel. Eg: a client calls in, we put in their details which brings up their info as well as a excel spread sheet of their last sale etc. Any info will be appreciated.

 

[Drake2007]

You are really looking for a database backend with excel to drive the frontend. This requires some VBA scripting to query (SQL) the database and populate the listbox and simply open their last excel file, therefore your database needs to track filenames and you need to impliment a standard naming convention on the customer files so as they are unique yet predictable.
Therefore a number of questions arises

a) Do you have any such customer database in place?
b) Details of the database if any?
c) What is your budget?

I doubt there is any off the shelf solutions out there that will work exactly how you want and suggest developing this inhouse.

 

[bekdik]

Sounds like you are looking for a crm (Customer Relationship Management) solution.

 

[Drake2007]

Sounds like you are looking for a crm (Customer Relationship Management) solution.

I would say so too however the OP requires a specific solution, CRM / Sales Automation could end up being too broad. At the end of the day maybe not do what he/she requires.
In saying that it's still probably worth a look, there are some CRM solutions based on PHP, MySQL out there that can more easily be adapted to their needs.