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Matilda Workspace

The all-in-one AI CRM Workspace

AiDOOS Verified SAAS Marketing
☆☆☆☆☆ 0 reviews · None
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Category
Marketing
Deployment
Cloud (SaaS)
API Access
Yes
AiDOOS Deploy
72 hours

About Matilda Workspace

Matilda Workspace is an all-in-one AI-powered workspace designed to help teams manage customer relationships, coordinate work, and automate workflows. It integrates tools like customers (CRM), agents, projects, docs, tables, boards, chat, and automation into a single platform. Built with AI, Matilda offers features such as customer memory, AI summaries, sequences, and permission-aware answers. It supports two-way sync between tables and other apps, and allows for the creation of automated agents based on conditions and actions. The platform emphasizes ease of use with a unified interface, enabling teams to grow faster by streamlining processes and ensuring data consistency across all tools. AiDOOS enhances deployment and adoption by providing seamless integration and support, ensuring that teams can quickly leverage Matilda's capabilities to improve productivity and customer satisfaction.

Challenges It Solves

  • Fragmented team tools requiring multiple logins and integrations
  • Difficulty tracking customer interactions across different stages
  • Manual workflow automation requiring third-party services
  • Lack of unified data sync between projects, docs, and customer records

Use Cases

Customer Relationship Management

Track leads, manage interactions, and nurture relationships with AI-enhanced CRM.

Project Management

Plan projects, track sprints, and manage tasks with automatic updates from specs.

Workflow Automation

Create automated agents and if-this-then-that workflows without external integrations.

Pricing

Custom pricing — built for your team

Matilda Workspace pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.

Free Starter Enterprise
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None-day free trial available — No credit card required. Full access to all features.

Key Features

AI CRM

Effortlessly track leads, manage customer interactions, and nurture relationships with AI-powered CRM.

Automated Agents

Launch agents automatically based on conditions and actions across the workspace without third-party glue.

Projects & Sprints

Plan, track, and ship with automatic task creation from specs and notes.

AI Docs

Write, co-edit, review with AI assistance inside documents.

Two-Way Sync Tables

Tables that talk to Projects, Docs, and Customers to keep data synchronized.

Chat & Automation

Modern team chat with auto-linked projects and customer records, plus if-this-then-that workflows.

What Reviewers Say

What works well

  • Unified workspace eliminating need for multiple tools
  • AI-powered features like customer memory and summaries

Common concerns

  • Limited information on pricing tiers
  • Relatively new product with less market presence

Reviews

💬

No reviews yet for Matilda Workspace

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Enterprise Readiness

Identity & Access

SSO✗ Not supported
RBAC
Audit Logs

Data Security

At restAES-256
In transitTLS 1.2+
Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%
RPO
RTO
Pen test

Compliance & Portability

Data residency
Data export
Right to erasure

Integrations

Google Gmail

Sync emails and calendar events with Matilda.

Native < 1 hour

Outlook

Sync emails and calendar events with Matilda.

Native < 1 hour

Slack

Integrate team chat with Matilda Workspace.

Native 1-2 hours

Microsoft Teams

Integrate team chat with Matilda Workspace.

Native 1-2 hours

Google Calendar

Sync calendar events with Matilda.

Native < 1 hour

Outlook Calendar

Sync calendar events with Matilda.

Native < 1 hour

Governance & Compliance

EU AI Act

Classification: None

Data Processing Agreement

None DPA available

Sub-processors

Not disclosed

Right to Erasure

✗ Not supported

Change Notifications

None

NIST AI RMF

Not assessed

AiDOOS Managed Deployment

Deploy Matilda Workspace in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

12
Deployments
94%
Adoption rate
4.8/5
Post-deploy sat.
2-4 weeks
Time to value

Prerequisites

  • Active Matilda account
  • Admin credentials
  • Configured email integration

Configuration Options

  • Email sync setup
  • Calendar sync setup
  • Agent automation triggers

How Matilda Workspace Compares

Product AI & Analytics Ease of Use Enterprise Features Pricing Integrations Mobile Experience Quick Setup Customer Support Rating Price/mo
Matilda Workspace This product
Good Good Fair Good Fair Good Good Good $Custom/user
Notion
Excellent Excellent Good Fair Good Excellent Excellent Good ★ None $None/user
ClickUp
Good Fair Excellent Good Excellent Good Good Good ★ None $None/user
Monday.com
Good Excellent Good Fair Excellent Excellent Excellent Good ★ None $None/user
Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Matilda Workspace

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit

How a Virtual Delivery Center delivers Matilda Workspace

Outcome-based delivery via AiDOOS’s VDC model.  Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning
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Frequently Asked Questions

What is Matilda Workspace?
Matilda Workspace is an all-in-one AI CRM workspace for modern teams to manage customer relationships, coordinate work, and build agents with automation.
Does Matilda offer a free trial?
Yes, Matilda offers a free trial for its various modules like Customers, Agents, Projects, and more.
Can Matilda integrate with Google Calendar?
Yes, Matilda natively integrates with Google Calendar for syncing events.
What kind of automation does Matilda support?
Matilda supports if-this-then-that workflows with triggers, conditions, and actions across its apps, without requiring third-party glue.
How quickly can AiDOOS deploy Matilda Workspace?
AiDOOS can deploy Matilda Workspace within 72 hours, with a typical time-to-value of 2-4 weeks.

Quick Stats

Rating
12
Deployments
72 hours
Live in
99.9%
Uptime SLA
Deployment Complexity
Moderate (3/5)
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Vendor

Matilda Workspace
San Francisco, California
Verified Vendor

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