✓ Matilda
An all-in-one AI workspace combining CRM, projects, docs, tables, and chat for B2B SaaS teams.
Why we recommend them
Matilda is a unified workspace for B2B SaaS companies that merges customer relationship management with project management, documentation, and team collaboration tools. It uses an AI knowledge graph to connect customer data, tasks, and conversations, enabling automated workflows, AI-drafted outreach, and permission-aware answers across the suite.
✓Free tier available ("Get Matilda Free") plus demo requests for larger teams
✓Combines 8 core apps—Customers, Projects, Docs, Tables, Boards, Chat, Agents, Automate—into one connected system
✓AI features include customer memory, auto-summaries, intelligent self-updating columns, and always-on workflow agents
What we actually verified
8.5/10 TrustScore—Money-back guarantee verified
✓Free trial available“…e customer interactions, and nurture lasting relationships. Try free Leads CRM Email & Calendar Sync Pipelines FAQ Support Ticke…”
✓Reachable customer service“…team directly, for example by emailing that information to [email protected]. How we use this information 2.1 We will use this info”
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-21 · How we vet →
Straight referral — we earn nothing from this link.
Common questions about Matilda
Is Matilda legit and safe to buy from?
Yes — Matilda passed the WhatiseBrokering.com vetting checklist (try before you buy, no fine-print returns, a real way to reach them, realistic claims only) before being listed. We remove companies that stop meeting the standard.
Can I try Matilda before committing?
Yes — our vetting verified that Matilda offers a free trial, so you can try before you pay. No fine-print traps were detected at the time of vetting.
How do I reach Matilda if something goes wrong?
Matilda publishes a real customer-service contact (phone or email) — that's a listing requirement. If you can't get a response, tell us at [email protected] and we'll review their listing.
Why is Matilda listed on WhatiseBrokering.com?
We discovered and vetted Matilda ourselves. They don't pay us anything — they're listed purely because they meet the standard.
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Had a bad experience with Matilda?
This directory only works if every listing keeps earning its place. If Matilda didn't live up to the standard — refused a return, unreachable support, misleading claims, anything — tell us. We'll re-review them against our vetting criteria, and if they're not abiding by our rules, we remove the listing. No exceptions, no pay-to-stay.
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