kitio.aiAdded Oct 29, 2026
Matilda
FreemiumAI CRM workspace with docs, projects and agents in one place
What is Matilda?
Matilda is a workspace for B2B SaaS teams that combines a CRM with docs, projects, tables, boards and chat. Built-in agents run automations across those apps, so customer records, tasks and notes stay connected.
The customer side tracks leads, pipelines and email and calendar sync, plus support tickets. Projects cover sprints, roadmaps and releases, while docs offer AI co-editing, a wiki and meeting notes. Agents fire on triggers and conditions, can include human review gates, and work without third-party glue. A free plan is offered, and demos can be requested.
Features
- AI-assisted CRM
- Docs and wiki with AI
- Projects and roadmaps
- Tables and boards
- Workflow agents
Tags
Releases
+ Submit new release- Listed
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Organization
Matilda
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Freemium
- Paid options from
- Not listed
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Pros and cons
Pros
- CRM, docs and tasks share one data set
- Agents need no external automation tool
- Free plan available
Cons
- Paid plan prices not shown in the evidence
- Aimed mainly at B2B SaaS teams
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Q&A
What is Matilda?
Matilda is a workspace for B2B SaaS teams that combines a CRM with docs, projects, tables, boards and chat. Built-in agents run automations across those apps, so customer records, tasks and notes stay connected.
Is Matilda only a CRM?
No. It also includes docs, projects, tables, boards and team chat, all linked to customer records.
How much does Matilda cost?
Matilda is freemium.
Is there a free version of Matilda?
Yes. Matilda has a free plan, and paid plans add more usage and features.
What are the main features of Matilda?
AI-assisted CRM, Docs and wiki with AI, Projects and roadmaps, Tables and boards, Workflow agents.
Who makes Matilda?
Matilda is made by Matilda.
What are the best alternatives to Matilda?
Popular alternatives include Salesforce Sales Cloud, Salesmate, Finta.