Matilda
verifiedFreemiummatilda.io
Matilda is an all-in-one AI workspace combining CRM, projects, docs, tables, chat and automation for B2B SaaS teams.
What it does
Matilda is a unified AI workspace built around a CRM for B2B SaaS companies. It brings customer records, projects, docs, tables, boards, and team chat together on one knowledge graph, then layers in AI agents that trigger tasks and draft outreach from live signals. The goal is to replace a stack of separate sales, project, and documentation tools.
Core features
AI CRM with pipelines, email/calendar sync and support tickets
Condition-based automation agents with human review gates
Projects with sprints, roadmaps and issue tracking
Collaborative docs, tables and visual boards
Team chat linked to customer and project records
AI summaries, sequences and permission-aware answers
Best for
→Managing B2B SaaS customer relationships and pipelines
→Automating sales and support follow-ups
→Coordinating projects and product work alongside CRM data
→Running marketing campaigns end to end
Reviews
Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.
Tutorials
Step-by-step: exactly how to get things done with it.