Case Study: Lewer Companies achieves 40% faster auditing and scalable operations with AgencyBloc

How the Lewer Companies brought their operations into one platform with AgencyBloc — streamlining workflows, improving data visibility, cutting auditing time by 40%, and delaying the need for new hires while scaling confidently into the future

Lewer Companies, founded in 1956 and serving businesses and higher education institutions across the U.S. and Canada, needed a more centralized way to manage operations as it grew. Before AgencyBloc, the team relied on Salesforce and Microsoft Dynamics, which created disconnected workflows, manual processes, and limited data visibility, making reporting, retention tracking, and internal communication cumbersome.

AgencyBloc, specifically its AMS+ platform with Automated Workflows, Activities, Dashboards, Custom Fields, and Custom Reports, unified Lewer Companies’ data into one system and improved collaboration across departments. The result was a 40% reduction in time spent auditing and managing records, stronger reporting and data accuracy, and the ability to delay hiring 1–2 full-time employees by 18 months while scaling more efficiently.

Lewer Companies

Carrie H.

Lewer Companies