Matilda
Matilda AI is an AI-powered all-in-one workspace designed to enhance project management and team collaboration. Positioned as a solution to...
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What is Matilda?
Matilda is an all-in-one AI-powered workspace designed to unify CRM, project management, collaboration tools, and automation into a single platform. It enables teams to manage customer relationships, plan projects, create docs, organize data in tables and boards, communicate via chat, and automate workflows with intelligent agents. The platform leverages workspace memory to recall projects, preferences, and decisions across apps, ensuring context-aware AI assistance without repetitive explanations.
Key features include dynamic customer pipelines that update automatically, always-on agents triggered by events like new leads or task completions, permission-aware memory that respects access levels, and native actions across all apps without third-party integrations. Users can set review gates for human approval in workflows, use plain English to define automations, and benefit from AI summaries, next-best actions, and artifact filing in the correct locations with proper permissions.
Matilda targets modern teams in sales, marketing, customer success, product, operations, support, HR, and founders who struggle with fragmented tools. It eliminates the need for duct-taping stacks like HubSpot, Salesforce, Asana, Notion, and Slack by providing a unified data model, consistent UX, and domain-specific AI for revenue and work coordination.
Built on trusted technology, it offers features like git-linked projects, live collaboration, custom fields, rich embeds, universal search, and template packs for quick setup. The platform emphasizes speed, security, and scalability, making it ideal for growing teams seeking to boost productivity through AI-driven insights and automations.
Matilda pricing
Pricing model: Freemium
Free tier includes CRM + Collaborative Workspace, 3 seats, 250 AI actions/mo, 250 automations/mo, 100 customer memories total, 1GB AI Knowledge Base indexed, 250 auto data enrichments/mo, 10 guests. Pro at $36/user/month (most popular) adds team & customer spaces, 1k AI actions/automations/customer memories per seat/mo, 20GB knowledge base, 1k enrichments/seat/mo, up to 100 guests. Plus at $98/user/month includes priority throughput, 3k limits per seat/mo, 100GB knowledge base, up to 250 guests. Enterprise offers expanded context, SSO/SAML/SCIM/RBAC, advanced privacy, 24/7 support, unlimited users—contact sales.
Matilda pros
- Unified CRM and workspace apps
- Permission-aware workspace memory
- Plain English agent workflows
- Event-triggered automations
- Human-in-the-loop review gates
- Native actions across all apps
- Dynamic customer pipelines
- AI knowledge graph backbone
- Auto data enrichment for leads
- Git-linked project integration
- Live collaboration with presence
- Universal permission model
- Template packs for teams
- Lightning-fast performance
- Customer-specific spaces
- AI-assisted data entry
- Saved views and dashboards
Matilda cons
- Limited free tier seats to 3
- AI actions capped at 250/mo free
- Automations limited to 250/mo free
- Knowledge base only 1GB free
- No SSO/SAML in lower plans
- Guests capped at 10 free
- Higher costs for Plus tier
- Enterprise custom pricing opaque
- Relies on platform adoption
- Memory limited to 100 customers free
Frequently asked questions about Matilda
What is workspace memory in Matilda?
Workspace memory automatically captures key facts from channels, projects, and customer threads with permission awareness, allowing manual saves by highlighting text in any app to personal, project, teamspace, or customer memory. It pulls relevant memories into Copilot responses to reduce repetition, improve AI answers with context like roles and preferences, and ensures shared understanding across handoffs. Users have full control to view, edit, delete, or toggle it off per user or space.
How do Matilda Agents work?
Agents use plain English playbooks triggered by workspace events like new leads or doc approvals, planning steps to act across Projects, Docs, Tables, Boards, Chat, and Customers. They include review gates for human approval, file artifacts in the right app with permissions, and support loops, forecasting, and Automate flows without third-party tools. Setup takes minutes: choose trigger, describe outcome, add gates, test, and activate.
What customer management features does Matilda offer?
Features include leads tracking, CRM with email/calendar sync, dynamic pipelines for leads/trials/renewals, FAQ/support/tickets, customer 360° views with activity timelines, and AI-drafted outreach based on product signals. Customer spaces store related projects, docs, boards, and chat, with permission-aware access and unified context across apps.
Can Matilda integrate with external tools?
Matilda emphasizes native integrations across its apps without third-party glue, but supports git-linked projects for repo connections, email/calendar sync, and imports from HubSpot/Salesforce/Asana/Notion/Slack. Automations and agents handle workflows internally, with rich embeds for designs/repos/links.
What security features are in Matilda?
Permission-aware by design: memories and agents only access what users can, with audit logs for actions. Enterprise adds SSO/SAML/SCIM/RBAC, domain verification, custom retention, no training on user data. Guests have guardrails inheriting space permissions.
How does pricing scale for teams?
Free for small teams with 3 seats and basic limits. Pro at $36/user/mo for growing teams with higher limits and spaces. Plus at $98/user/mo for priority AI and more scale. Enterprise for custom security/support/unlimited use—import data free on switch.
What project management tools are available?
Projects include sprints, roadmaps, forecasts, tickets, issue tracking, releases, timelines. AI turns specs/notes into tasks, links to git repos for PR/commit updates, and supports schema/custom fields for consistency.
Does Matilda support collaboration?
Yes, with live collaboration across apps, team chat (DMs/channels/GIFs/@mentions/threads/emoji), threaded comments, presence indicators, deep links/smart mentions, and universal search. Dark mode and consistent UX speed onboarding.
What automation capabilities exist?
Automate offers multi-step/branching workflows with triggers/conditions/actions across apps, human-in-loop, and agent integration. Gallery provides prebuilt flows for sales/marketing/success/product/ops/support/HR/founders.
How is AI customized for Matilda?
MatildaGPT provides permission-aware answers citing sources/live queries, domain-specific for sales/marketing/service. Features intelligent columns, summaries, next actions, context engine, vision, and custom assistants trained on workspace knowledge graph.