Adwix Atlas vs Excel & WhatsApp: from leads_FINAL_v3.xlsx to one clear pipeline
Most Indian travel agencies start with a spreadsheet and a phone. Here’s what you gain — and what you keep — when you move to Adwix Atlas.
- Import your Excel in minutes
- Keep using WhatsApp
- From ₹1,499/mo
| A | B | C | D | E | |
| 2 | Priya | 98xxxxxx21 | Goa?? | call back | |
| 3 | Rahul K | Dubai | sent quote on WA | FOLLOWUP!! | |
| 4 | (from FB ad) | 97xxxxxx08 | |||
| 5 | Neha | 99xxxxxx40 | Kerala | rate 38k? | who has chat? |
What an enquiry looks like once it leaves the spreadsheet
- Step 1: Day 1, 9:41
Lead from a Meta ad
Meera IyerKerala, 2 adults, DecemberAd: Kerala Monsoon Deals - Step 2: Day 1, 11:20
Itinerary quote
5N/6D, 4★ + houseboat₹77,000 - Step 3: Day 3, 10:00
Follow-up, automatically
Hi Meera, any questions on the Kerala plan? Happy to adjust dates. - Step 4: Day 4, 16:05
Booking confirmed
Confirmed, booking BK-0142 created with hotels and transfers - Step 5: Day 12
Vouchers sent
HotelHouseboatCab - Step 6: Day 14
GST invoice paid
₹77,000Paid
- Step 1: Day 1, 9:41
Lead from a Meta ad
Meera IyerKerala, 2 adults, DecemberAd: Kerala Monsoon Deals - Step 2: Day 1, 11:20
Itinerary quote
5N/6D, 4★ + houseboat₹77,000 - Step 3: Day 3, 10:00
Follow-up, automatically
Hi Meera, any questions on the Kerala plan? Happy to adjust dates. - Step 4: Day 4, 16:05
Booking confirmed
Confirmed, booking BK-0142 created with hotels and transfers - Step 5: Day 12
Vouchers sent
HotelHouseboatCab - Step 6: Day 14
GST invoice paid
₹77,000Paid
| What you need | Adwix Atlas | Excel + WhatsApp |
|---|---|---|
| Leads from Meta ads & website arrive automatically | ||
| See which ad each lead came from | ||
| Reminders for today’s follow-ups | Memory / notes | |
| Automatic follow-up messages | ||
| WhatsApp chats visible to the whole team | One person’s phone | |
| Branded quotation & itinerary PDF | Re-typed in Word | |
| Pipeline: new → quoted → confirmed | ||
| GST invoices, payments & TCS | Separate tool | |
| Each staff member sees only what they should | ||
| Works on your phone | ||
| Cost | From ₹1,499/mo | Free |
“partial” = possible with manual effort. Adwix Atlas prices are billed annually; see the pricing page for plan details.
WhatsApp stays WhatsApp, the chats stay with the agency
Customers keep messaging you on WhatsApp. The difference is that every chat sits on the lead, so anyone on the team can pick it up.
- Shared inbox for the whole team
- Send quotes and invoices from the chat
- Nothing lost when someone is on leave
Follow-ups that happen even on a busy day
A new lead gets a WhatsApp welcome, a reminder goes out if the quote isn’t answered, and the agent is nudged. If the customer replies, the automation stops on its own.
- Uses your approved WhatsApp templates
- Quiet hours respected
- Every message saved on the lead
- New lead arrivesFrom Meta ad or website form
- Send WhatsApp welcomeApproved template, with the lead’s name
- Wait 2 daysSkips if the lead replies
- Follow up on the quoteAnd remind the assigned agent
An itinerary quote that looks like your agency
Day-by-day plan, hotels, meals and three price options, on a branded page or PDF the customer can accept online. Build it once and reuse it as a package.
- Good, better and best prices side by side
- Accept online, straight from WhatsApp
- Your logo, colours and contact details
- Day 1 Kochi: Fort Kochi walk, Kathakali show
- Day 2 Munnar: tea gardens, Mattupetty dam
- Day 3 Munnar: Eravikulam National Park
- Day 4 Alleppey: overnight houseboat
Same customers, same WhatsApp — less chasing
- No forgotten follow-ups
- Atlas lists who to call today and can send the follow-up message for you.
- Chats stay with the agency
- WhatsApp conversations live on the lead, so nothing is lost when someone is on leave or leaves.
- Quotes in minutes
- Build an itinerary once, reuse it, and send a branded PDF instead of a long text message.
- The whole team, one view
- Everyone sees the same leads and stages — no “which sheet is latest?”.
- Money in the same place
- Invoices, payments and balances sit next to the booking they belong to.
- Bring your sheet with you
- Import your existing leads and customers from a CSV or Excel export.
Frequently asked questions
Can a travel agency run on Excel and WhatsApp?+
A small agency can start that way, but it breaks as enquiries grow: leads from ads must be copied by hand, follow-ups depend on memory, chats sit on one person’s phone, and quotations are re-typed each time. A travel CRM keeps all of this in one place for the whole team.
Will I lose my existing Excel data if I switch?+
No. Adwix Atlas imports leads and customers from a CSV or Excel export, so your existing records come with you.
Do I still use WhatsApp with a CRM?+
Yes. Your customers keep using WhatsApp. The difference is that conversations live inside the CRM, attached to each lead, so the whole team can see and reply.
Is a CRM expensive compared with free spreadsheets?+
Spreadsheets are free but lost leads are not. Adwix Atlas starts at ₹1,499 per month billed annually, with a 7-day free trial — one extra booking a month usually covers it.
Move off the spreadsheet this week
Import your sheet, connect WhatsApp and your lead forms — 7-day free trial.