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Verified Oct 15, 2026

Matilda

Verified Oct 15, 2026 Active
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CRM, projects, docs, tables, boards and chat in one workspace linked by a shared knowledge graph

all in one workspaceknowledge graphcrmproject managementworkflow automationFreemium · from $29/seat/mo

Listed on EffectHub ·

Web
Screenshot of the Matilda website
#1517
matilda.io as we captured it — our own screenshot, not the vendor’s press image.

Pricing

Pricing model
Freemium
Paid options from
$29/seat/mo
Billing
Per seat, monthly

Free tier: 3 seats with 250 AI actions and 250 automations a month. Pro is $29 per user a month on annual billing ($36 monthly) with 1,000 AI actions per seat; Plus is $78 annual ($98 monthly) with 3,000; both offer a 14-day trial, and Enterprise is quoted.

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Overview

About Matilda

Matilda Workspace bundles eight apps most teams buy separately: customers, projects, documents, tables, boards, chat, agents and automations, all writing into one graph so a record touched in one place surfaces in the others. In practice that means customer records with generated summaries, pipelines that move when product signals change, and background agents that draft emails or create tasks from what they read. It is browser software, with named infrastructure partners including OpenAI, Anthropic, AWS, Stripe, Twilio and Neo4j. Three seats and two hundred and fifty AI actions a month are free; the Pro tier is about twenty-nine dollars per user a month on annual billing, Plus is seventy-eight, and enterprise terms are quoted. No operating company or country is named on the site.

Platforms
Web
API
Not confirmed
Last verified
Oct 15, 2026

Verified sources

  • Pricing block on the home page (15 October 2026): Free with 3 seats, 250 AI actions and 250 automations a month; Pro $29 per user/month annual or $36 monthly; Plus $78 annual or $98 monthly; Enterprise via sales; 14-day trialsmatilda.io ↗
  • Home page (15 October 2026) now leads with 'A CRM for B2B SaaS — the all-in-one AI CRM Workspace', with Customers, Agents, Projects, Docs, Tables, Boards, Chat and Automate modulesmatilda.io ↗
  • Terms of service page still names no operating entity or country (15 October 2026)matilda.io ↗
Fact check

Is Matilda legit?

We don’t label tools safe or unsafe. Below are the records we checked ourselves, each with the date we read it.

TLS certificate
Issued by Google Trust Services, valid until Dec 21, 2026Seen in our own connection to the site on Oct 15, 2026
Last checked
Oct 15, 2026The site answered
Operated by
Matilda WorkspaceOur research, card verified Oct 15, 2026

How we collect these records

Editorial verdict

Pros & cons of Matilda

medium confidence

The knowledge graph is what separates this from the usual all-in-one bundle: the modules are supposed to share one data model rather than sit in tabs next to each other. Consolidation of this scope is also the risk, since each module competes with a specialist tool and none of them will be as deep.

Pros

  • Eight modules over one shared data model rather than eight separate tools
  • Free tier covers three seats with 250 AI actions a month
  • AI summaries on customer records and pipelines that update from signals
  • Background agents can draft emails and create tasks
  • Named infrastructure partners including AWS, Stripe, Twilio and Neo4j

Cons

  • No operating entity, address or country published anywhere on the site
  • Each module is shallower than the specialist tool it replaces
  • Web only, with no listed public API
  • Plus tier at $78 per user a month is expensive for a generalist workspace

Best for

  • Small teams replacing a stack of CRM, docs, boards and chat subscriptions
  • Companies that want customer, project and document context connected
  • Teams starting free on three seats before committing

Not for

  • Organisations with an entrenched Salesforce or Jira deployment
  • Buyers who need to know who legally operates their data

Watch out: Headline per-user prices are annual; month-to-month is $36 and $98, and the privacy policy allows data to be processed anywhere in the world.

#14inTask & Project Management· of 37 tools, ranked by rating and popularity

Matilda head-to-head

Side-by-side fact sheets against the competitors our research or their makers name — pricing, platforms, API and both verdicts on one page.

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