Every tool your agency needs. None of the chaos.
From the first enquiry to travel day — leads, quotations, WhatsApp, automations, AI, finance and analytics, built for how Indian travel agencies actually work.
7-day free trial · cancel anytime
Lead pipeline
A visual kanban board that takes each enquiry from New to Confirmed. Assign agents, set priorities and follow-ups, and see exactly where every deal stands — nothing slips through WhatsApp chats or notebooks again.
- Drag-and-drop kanban with your own custom stages
- Auto-assignment round-robin across your team
- Follow-up reminders so no lead goes cold
- Lead scoring, priorities, tags and custom sources
- Full activity timeline on every lead
Branded quotations & itineraries
Build day-by-day itineraries in minutes and download a beautiful PDF in your agency’s name, logo and brand colour. Send it on WhatsApp or email in one click — while the lead is still hot.
- Day-by-day itinerary builder with inclusions & exclusions
- Fully branded PDF — your logo, colours and signature
- One-click send on WhatsApp or email with PDF attached
- Quote from your package catalogue or build from scratch
- Track when quotes are viewed and accepted
Two-way WhatsApp inbox
A live WhatsApp inbox inside the CRM. Reply to customers, send approved templates and quick replies, and keep the whole conversation attached to the lead — no more switching between phone and computer.
- Live two-way chat linked to each lead and customer
- Approved template messages and saved quick replies
- Send quotations, invoices and vouchers as WhatsApp documents
- Email inbox alongside — one place for every conversation
- Team-wide visibility on every customer chat
No-code automations
Set up workflows once and let Atlas do the follow-ups: new lead → WhatsApp welcome → follow-up in 2 days → assign to an agent. A full-screen guided builder means anyone on the team can create one.
- Guided flow builder — triggers, delays and actions
- WhatsApp, email, task and assignment actions
- Travel-day triggers: payment reminders, trip follow-ups
- Automatic retries — a failed step never kills the flow
- Run history so you can see exactly what fired
AI assistant — Ask Atlas
Ask anything about your own data — “which leads are going cold?”, “draft a reply to Anjali”, “build a 6N Bali itinerary”. Atlas answers from your CRM, drafts messages and can even stage the changes for you to confirm.
- Answers grounded in your leads, bookings and finances
- Drafts WhatsApp and email replies in your tone
- Generates day-by-day itineraries you can quote instantly
- Daily briefing — what needs your attention today
- Staged writes: AI proposes, you confirm before anything changes
Finance, GST & TCS
Invoices, payments, receipts and expenses with CGST/SGST/IGST and TCS handled correctly. UPI payment links, automatic reminders and a GST filing view mean your accountant will thank you.
- GST invoices with per-line rates, discounts and custom notes
- UPI links + public pay page for instant collection
- Automatic payment reminders and ageing view
- Receipts, expenses and supplier ledgers
- GST filing calendar with B2B/B2C export for your CA
Auto lead capture
Connect Meta Lead Ads in a couple of clicks, wire up your website forms or WordPress, or import a CSV — every enquiry lands in your pipeline automatically, with ad-level attribution.
- Native Meta Lead Ads integration — leads arrive in seconds
- Website form, WordPress and Google Forms connectors
- Private lead webhook + REST API for anything custom
- CSV import for your existing lead book
- See which ad and form each lead came from
Analytics & reports
A live dashboard of revenue, conversions, top destinations and source ROI — including what your Meta ads actually return in booked revenue, not just clicks.
- Revenue, conversion and pipeline-velocity KPIs
- Source ROI — which channels turn into bookings
- Meta Ads spend vs actual CRM revenue
- Team performance: response speed, follow-ups, time tracking
- Forecasts and repeat-customer insights
Packages & departures
Keep every package — domestic and international — in one catalogue the whole team can quote from. Run fixed group departures with live seat counts, traveller manifests and vouchers.
- Reusable package catalogue with pricing and itineraries
- Domestic & international scope with flight details
- Group departures with live seats and revenue
- Traveller manifest and booking vouchers (PDF/WhatsApp)
- Auto-booking when a lead is marked Confirmed
Team management
Invite your team with roles, watch performance in real time, and set weekly targets. Presence tracking and a Monday owner digest keep everyone accountable without micro-managing.
- Roles & permissions — owner, manager, agent
- Online-now presence and time tracking
- First-response speed and follow-up discipline per member
- Weekly targets with a Monday owner digest
- Login-as and admin controls for the owner
Works on your phone
Atlas is a full PWA — install it from the browser and run your agency from your pocket. Card-based mobile views for leads, bookings, finance and the inbox, with push notifications.
- Install as an app on Android and iPhone — no app store
- Mobile-first cards, sheets and tab bar
- Push notifications for new leads and messages
- Desktop and mobile stay perfectly in sync
Security & reliability
Every agency’s data is isolated at the database level with row-level security. Two-factor authentication, audit-friendly activity logs, daily backups and a public status page.
- Database-level tenant isolation (RLS) on every table
- Two-factor authentication (TOTP)
- Daily backups and a live public status page
- HMAC-signed webhooks and scoped API keys
See it working with your own workflow
Start free in minutes, or book a 15-minute live demo and we’ll set it up with you.