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Social ERP, your Odoo setup enriched with social media

Social ERP is an innovative and modern software model that incorporates social media-style collaboration tools into Odoo's Enterprise Resource Planning system. Why just connect to social media when you can have Social ERP? It combines ERP features with engaging social tools like chat and activity feeds, all while AI bots assist your customers, boosting your productivity and simplifying your work!


Social ERP, Odoo enriched with a social media omni-channel platform integration

Become a Social Enterprise

Have you ever thought about how Social ERP could make a big difference for your organisation? If you're excited to mix social media into your internal and customer conversations, we’re here to help! Let’s chat about how Odoo can turn you into a social enterprise and help you achieve fantastic results!

Cloud Lion is a specialist in Social ERP, we integrate CM.com's omni-channel platform with social networking and conversational bots directly into Odoo's business software.


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How Social ERP works

Social ERP, Odoo enriched with a social media omni-channel platform integration

Conversational Commerce ERP

It simplifies messaging and information sharing, creating a more seamless and efficient flow of AI powered bots for customer conversations compared to traditional email-based systems.

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Social Media integration Odoo ERP

The ease of use of Social Media tools together with the AI powered ERP system of Odoo provides customers a fast communication method while using the strength of a proces driven organisation. 

Social ERP, Odoo enriched with a social media omni-channel platform integration

Social Contextual Collaboration

Social tools are embedded into specific objects or processes within the ERP, such as a customer record or a project, allowing for context-specific collaboration. 

Benefits of Social ERP

One important thing to remember is that Social ERP is all about bringing social interaction features right into the ERP system itself, instead of linking up with outside social media platforms. This way, your sensitive business data and conversations stay safe and sound within the ERP's secure space, keeping them away from the potential risks of external social networks.

Increased Productivity 

Employees can quickly access and exchange information, which decreases the time they spend searching through previous emails or legacy systems.

Improved Collaboration 

It connects employees from different departments (e.g., marketing, sales, finance, logistics, customer support) to work together more effectively on projects and processes.

Bundling the strength of Social Media and Odoo

AI-powered engagement platform helps you engage customers through AI Agents, unified data, and real-time communication across disciplines like marketing, sales, operations, finance and customer service.

Social ERP, Odoo enriched with a social media omni-channel platform integration 2

Difference from External Social Media integration

At a time when communication plays a vital role in all aspects of a business, integrating Social Media channels is gradually becoming a must-have in the BtoB space. Customers want to communicate in their own way, where, how, and when they want. Odoo's ERP system offers the flexibility to transform it into a Social ERP. Cloud Lion can work with you to create a roadmap to gradually equip your company with this technology.

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Social ERP: Uniting Teams and Engaging Customers Effortlessly

Market analysts anticipate that social media and social applications will play a larger role in the ERP framework. Adopting a more social strategy can boost your company's responsiveness and provide a competitive edge. Transforming your enterprise into a social entity brings back office resources to the forefront, encourages customer collaboration, and propels growth.

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How to choose a Social ERP system


Picking a platform that blends Social Media with an ERP system is more than just a technical choice; it really shapes how your organisation gets ready for the ever-changing world of customer engagement and service delivery. With an Agentic AI platform, you can take this a step further by using autonomous agents that gradually take on various tasks like inventory management, sales, delivery, and customer success. To find a platform that brings lasting value both today and in the future, it’s important to think about a few key factors.

How fast can we get it?

One of the biggest hurdles for companies is keeping up with speed: how fast can you roll out a platform and start seeing results? In a world where customer expectations are always changing, you definitely don’t want to wait around for months before your AI assistants or voice agents are up and running!

Omni-channel go-to-market strategies

For an ERP platform to be effective, strong integrations are essential, and Odoo ERP provides a straightforward REST API. The greatest risk comes from platforms that do not offer standard integrations with crucial communication channels or that complicate the connection to existing systems. Fortunately, the Cloud Lion Group is here to take care of these integrations, collaborating closely with CM.com and Odoo. This partnership allows us to avoid excessive costs and minimize errors. Together, we pool our expertise to craft an exceptional solution.

Both Odoo and CM.com are built to be innovative, user-friendly, and incorporate AI capabilities. This safeguards your data and ensures it remains protected across all systems, preventing any disruptions. The end result? A unified customer experience rather than a series of fragmented interactions!

Powerful AI features


Choosing an Social Media platform which integrates with ERP isn’t just about features or an impressive demo. It’s about how the platform enables your organisation to innovate faster, meet customer expectations more effectively, and grow safely at scale. By asking the right strategic questions for each of these factors, you’ll make a choice that works today—and remains relevant tomorrow.


AI power combined 

Many AI agent platforms are designed as standalone systems focused solely on agent development, but CM.com's HALO sets itself apart by being completely integrated into CM.com’s Engagement Platform, particularly when used alongside Odoo's ERP system. Odoo's flexibility allows you to customize workflows and customer journeys to fit your needs. This integration promotes direct collaboration with various Odoo's modules, including Marketing, CRM, Sales, Helpdesk, and Finance. Cloud Lion will facilitate the quick deployment of agents for you while meeting your requirements.