Last updated 07-16-2026
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Matilda
Matilda is an all-in-one workspace for B2B SaaS teams that combines CRM, project management, docs, chat, and workflow automation in a single platform. It targets revenue and operations teams that want customer context, delivery work, and team communication in one place instead of stitching together separate tools.
The platform runs eight connected apps on a shared knowledge graph: Customers, Agents, Projects, Docs, Tables, Boards, Chat, and Automate. Agents watch workspace signals and run multi-step workflows with review gates, while Copilot pulls permission-aware context from emails, docs, tasks, and customer records to draft summaries, outreach, and next steps.
Matilda is built for sales, marketing, customer success, product, and operations teams at B2B SaaS companies. It supports lead enrichment, dynamic pipelines, personalized sequences, ticket triage, PRD-to-backlog flows, and release notes without third-party automation glue.
Eight connected apps share one knowledge graph across CRM and work
Agents run plain-English workflows with triggers, review gates, and approvals
Customer 360 views sync email, calendar, tickets, and product signals
Workspace Memory stores team and customer preferences with permission controls
Dynamic pipelines and audiences update from live product and CRM signals
Lead search taps 100+ enrichment providers, then scores and sequences outreach
Built-in team chat links messages to projects and customer records automatically
Combines CRM, projects, docs, chat, tables, boards, and automation in one workspace.
Agents run native multi-step workflows with human review gates instead of third-party zaps.
Free tier includes 3 seats and all eight workspace apps with no credit card required.
Permission-aware AI answers and workspace memory respect team and customer access controls.
Per-seat pricing on Pro and Plus can add up quickly for larger teams.
No dedicated mobile app is mentioned on the marketing site; access appears browser-based.
Enterprise features such as SSO and SCIM require the contact-sales Enterprise plan.
Does Matilda have a free plan?
Yes. Matilda offers a Free plan with CRM plus collaborative workspace access, 3 seats, 250 AI actions per month, 250 automations per month, and 10 guest users. No credit card is required to start.
How much does Matilda Pro cost?
Matilda Pro is $29 per user per month on the monthly billing option shown on the homepage. The plan includes team and customer spaces, 1,000 AI actions per seat per month, and up to 100 guest users.
Does Matilda offer a free trial on paid plans?
Yes. Matilda offers a 14-day free trial on paid tiers. The homepage lists "Try Plus - 14 days Free" on Pro and "Try Pro - 14 days Free" on Plus.
What apps are included in Matilda?
Matilda includes eight apps: Customers (CRM), Agents, Projects, Docs, Tables, Boards, Chat, and Automate. All plans listed on the homepage include access to these eight apps.
Can Matilda replace multiple SaaS tools?
Matilda is designed as a unified workspace that combines CRM, project management, docs, tables, boards, chat, and automation. The site says teams can import contacts, deals, projects, and docs when switching from tools like HubSpot, Salesforce, Asana, Notion, or Slack.
Does Matilda support enterprise security?
Yes. Matilda Enterprise includes SSO and SAML, SCIM, RBAC, domain verification, custom retention policies, and a default policy of not training on customer data. Enterprise plans use contact-sales pricing.