Travel

How Pack Up + Go Transformed Operations for 40,000+ Travelers with Knowi

Pack Up + Go, a surprise vacation company that has planned trips for over 40,000 travelers to 300+ destinations, uses Knowi to unify data from their custom CRM and spreadsheets into real-time operational dashboards. After Chartio's discontinuation forced a platform migration, Pack Up + Go chose Knowi for its user-friendly interface, enabling non-technical teams to track KPIs, manage 24/7 customer service, optimize marketing campaigns, and monitor their goal of recommending 20% women and minority-owned businesses across 30,000+ small business recommendations.

"Knowi as a platform has completely transformed the way that my entire team views our daily operations goals and KPIs."
Lillian Rafson, Founder & CEO at Pack Up + Go

Chartio Shut Down and Manual Spreadsheets Couldn't Scale

Pack Up + Go originally used Squarespace with Chartio for their business intelligence needs. As the company grew, increasing complexity made their existing setup unsustainable.

The team faced mounting operational challenges:

  • A surge in travelers created complexity across repeat customer management, flight cancellations, issue tracking, and customer feedback processing
  • Chartio was discontinued, forcing an urgent platform migration with no fallback
  • Manual cloud-based data management hindered inter-team sharing and external partner collaboration, including audits
  • The company began developing a proprietary tech stack and CRM, and needed analytics capabilities to match

Without a centralized analytics platform, Pack Up + Go struggled to maintain visibility across their rapidly growing operations serving thousands of travelers across hundreds of destinations.

"Beyond the tool itself, the level of customer service and support that the Knowi team provides is a differentiator, especially for small business owners."
lillian rafson
Lillian Rafson
Founder & CEO, Pack Up + Go

Unified Dashboards for Operations, Marketing, and Social Impact

Pack Up + Go connected their custom CRM and spreadsheets into a unified system through Knowi, replacing the gap left by Chartio with capabilities that went far beyond their previous setup. By pulling in multiple data sources, the team built a single source of truth for every department.

The platform enabled:

  • Real-time dashboard reporting for daily operations tracking across the entire team
  • 24/7 customer service management with issue tracking and resolution visibility
  • Marketing optimization through email segmentation, targeted campaigns, and remarketing to past travelers
  • Social responsibility tracking with dynamic dashboards monitoring their 20% women and minority-owned business recommendation goal across 30,000+ recommendations
  • Data-driven decision-making using historical trip data across 300+ destinations

The user-friendly interface meant non-technical team members could build and interact with dashboards independently through self-service analytics, without requiring engineering support.

Operational Visibility Across Every Part of the Business

Real-Time Operations

Daily KPI tracking across planning, customer service, and feedback for 40,000+ travelers and 300+ destinations.

Marketing Optimization

Segmented email lists, remarketing to past travelers, and nuanced campaign creation driving improved performance.

Social Impact Tracking

Dynamic dashboards tracking 20% women/minority-owned business recommendation goal across 30,000+ small businesses.

24/7 Support Visibility

Real-time visibility of open customer issues enabling faster, more accurate resolution and positive traveler testimonials.

Frequently Asked Questions

Pack Up + Go uses Knowi to connect their custom CRM and spreadsheets into unified dashboards that track daily operations, customer service issues, marketing campaign performance, and social impact goals across 40,000+ travelers and 300+ destinations. After Chartio was discontinued, Knowi replaced their BI stack with real-time reporting accessible to non-technical team members.
When Chartio discontinued service, Pack Up + Go needed to migrate their entire analytics infrastructure. They selected Knowi for its user-friendly interface accessible to non-technical teams, and connected their custom CRM and spreadsheets into unified operational dashboards that exceeded their previous Chartio capabilities.
Yes. Pack Up + Go uses Knowi's dynamic dashboards to monitor their goal of recommending 20% women and minority-owned businesses across a database of 30,000+ small business recommendations. The dashboards provide destination-specific insights to identify areas needing more diverse business recommendations.

See What Knowi Can Do for Your Team

Connect any data source. Build dashboards in minutes. No engineering bottleneck.

Request a Demo Start Free Trial