Matilda Workspace is an all-in-one AI CRM software from Matilda Workspace designed for effective customer relationship management. It combines Projects, Automate, Email & Calendar Sync, Pipelines, and Triggers so users can manage multiple aspects of their workflows efficiently. Built on trusted technology, it includes customer memory features that help retain valuable information about interactions and preferences. The software also supports the latest updates to ensure consistent performance and reliability. Users can easily manage projects, automate tasks, synchronize communications, and create structured workflows with pipelines and triggers. Key capabilities: Projects Automate Email & Calendar Sync Pipelines Triggers Best for: businesses and teams that need a comprehensive solution for managing customer relationships and simplifying their processes.
Matilda (at matilda.io) is a very modern, all‑in-one AI-powered workspace that brings together project management, CRM, documentation, tables, chat, and automation into a single platform. Its strength lies in unifying the tools that teams often use separately — instead of toggling between your to-do list, notes, customer database, and chat app, Matilda merges everything into one “workspace” so information flows freely across modules. The AI is pretty smart: it powers “agents” that constantly monitor signals (from projects, customers, docs, etc.) and can trigger actions automatically when certain conditions are met — for example, opening tasks, sending follow-ups, or routing tickets. There’s also a built-in Copilot, so you can bring up an AI assistant in any part of the app: it gives you summaries, suggests next steps, and extracts insights based on everything in your workspace. On the data side, Matilda supports custom objects and relationships, which means you’re not limited to just “tasks” or “contacts” — you can define what entities matter to your business, build workflows around them, and set up automations.
Combines CRM, projects, documents, tables, boards, and chat into a single AI-powered platform.
Enables creation of automated workflows and triggers across the workspace with human oversight.
Maintains a permission-aware knowledge graph connecting customers, tasks, documents, and chat for contextual AI actions.
Allows creation of custom data types and links across tables, projects, and CRM to match business processes.
Provides AI assistance for document creation, meeting notes, next-step suggestions, and context-aware summaries.
Supports sprint planning, issue tracking, timelines, and releases with AI assistance.
Enables co-editing of documents, wikis, and meeting notes with integrated AI support.
Flexible tables with custom objects and relational data, fully integrated with other workspace components.
Converts tasks, notes, and diagrams into visual workflows and boards for team management.
Integrated team chat with channels and direct messages, connected to projects, tasks, and AI context.
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Matilda Workspace is an all-in-one AI CRM software from Matilda Workspace designed for effective customer relationship management. It combines Projects, Automate, Email & Calendar Sync, Pipelines, and Triggers so users can manage multiple aspects of their workflows efficiently. Built on trusted technology, it includes customer memory features that help retain valuable information about interactions and preferences. The software also supports the latest updates to ensure consistent performance and reliability. Users can easily manage projects, automate tasks, synchronize communications, and create structured workflows with pipelines and triggers. Key capabilities: Projects Automate Email & Calendar Sync Pipelines Triggers Best for: businesses and teams that need a comprehensive solution for managing customer relationships and simplifying their processes.
Does Matilda Workspace have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
N/A
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF)
Email Address
help@matilda.ioDocumentation
https://www.matilda.io/#docsEDOiQ is a software solution for managing credits and incentives projects. Designed for economic development…
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Planyway is a visual project management and resource planning platform designed for teams using Trello,…
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