What is Matilda Customer Memory?

Customer Memory is a core feature that allows the AI to store and recall context from previous emails, documents, and meetings so you don't have to re-explain details to the AI assistant.

Can Matilda integrate with my existing tools?

Yes, Matilda supports two-way sync for databases, Git-linked projects, and email/calendar integration to ensure your data stays unified.

Does Matilda offer a free plan?

Yes, Matilda offers a Free plan that includes 3 seats, 250 AI actions per month, and basic CRM and collaborative workspace features.

Is the AI 'permission-aware'?

Yes, Matilda uses unified permissions across its knowledge graph, ensuring that AI-generated answers only use data that the specific user has access to.

Can I automate lead generation in Matilda?

Absolutely. Matilda includes lead search and enrichment features that can scan 100+ providers, score leads, and trigger automated outreach sequences.

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Project management

Freemium

Matilda

An AI-powered workspace for project management and CRM, featuring unified data, customer memory, and automated workflows to streamline team collaboration.

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Rating

Reviews

Upvotes

4 months ago

Listed

Project management

AI CRM

Workflow Automation

Collaboration Tool

Knowledge Management

Task Management

AI Agents

Productivity

Tool information

Provider

Matilda

Platforms

Web

Windows

macOS

Languages

English

API Available

Yes

Added to directory

4 months ago

Last updated

about 2 months ago

Rating

Not available

Pricing

Freemium

About Matilda

What the tool does and who it's for

Matilda is an AI-powered workspace designed to unify customer relationship management, project coordination, and automated workflows. It functions as a centralized intelligence hub that connects various business functions—from sales and marketing to product management—through a shared knowledge graph. By utilizing 'Customer Memory,' the platform eliminates context switching and the need to re-explain project details to AI. It features integrated tools for sprints, roadmaps, and issue tracking alongside real-time collaboration features like docs, whiteboards, and chat. The platform also includes a built-in agent builder for creating multi-step, branching automations that handle everything from lead enrichment to meeting notes.

Key capabilities

Customer Memory: AI that retains context across all interactions to stop repetitive explanations.

Unified Workspace: Integrated apps for Projects, Docs, Tables, Boards, and Chat in one interface.

Dynamic Pipelines: Self-moving pipelines for leads, trials, and renewals that trigger real-time tasks.

AI Agents & Automation: Build multi-step, branching workflows with human-in-the-loop approvals.

Project Management: Full support for Sprints, Roadmaps, Timelines, and Git-linked projects.

Intelligent Data Enrichment: Automatically search and enrich leads from 100+ premium providers.

Knowledge Base: AI-indexed knowledge graph that provides permission-aware answers to team queries.

Real-time Collaboration: Live document editing, mind maps, and cross-team communication channels.

Pricing

Freemium — plans below

Free

3 seats included
250 AI actions/mo
250 automations/mo
100 Customer Memories
1GB AI Knowledge Base
10 Guests

Pro

Plus

$14.99

Everything in Pro
Priority AI throughput
3k AI actions per seat/mo
3k automations per seat/mo
100GB AI Knowledge Base
Up to 250 Guests

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