Matilda Workspace
AI-powered CRM workspace for B2B SaaS teams — manage customers, projects, and automate workflows in one unified platform
| What is it | AI-powered CRM workspace for B2B SaaS teams — manage customers, projects, and automate workflows in one unified platform |
|---|---|
| Pricing | Unknown |
| Platform | Web Application |
| API | Yes |
| Best for | managing customer pipelines and lead tracking, automating sales follow-ups and outreach |
| Domain registered | 2018 |
Data updated Aug. 1, 2026
What does Matilda Workspace do?
Matilda Workspace is an AI-powered customer relationship management platform designed specifically for B2B SaaS teams. It combines CRM functionality with project management tools, allowing teams to track leads, manage customer interactions, and coordinate work in a single unified environment. The platform syncs email and calendar data, maintains activity timelines, and provides a complete view of customer relationships alongside team projects and documentation.
What sets Matilda Workspace apart is its integrated AI automation system. The platform features 'Agents' that can automatically trigger actions based on conditions across the workspace, such as moving deals between pipeline stages or generating follow-up tasks. The AI can draft personalized outreach emails based on live account context and generate one-click summaries that pull information from emails, docs, tasks, and notes. All AI responses are permission-aware, meaning they respect team roles and client access levels.
This tool is particularly valuable for sales teams and customer success managers in SaaS companies who need to maintain close customer relationships while coordinating internal work. It helps teams stay prepared for customer calls with automatic summaries, automate repetitive follow-up tasks, and keep customer data synchronized with internal projects and documentation—all within a single workspace that eliminates the need for multiple disconnected tools.
Key features
What makes it stand outWho is Matilda Workspace for?
Who benefits most from this toolTrust & presence
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