Whale is software for managing knowledge that helps franchisees, managed service providers (MSPs), system companies, and real estate agencies build, keep, and share knowledge with their employees. This knowledge includes policies, procedures, and processes.
By plugging them in, Whale gives employees a computer add-on to access learning materials inside already-used business programs.
The solution has a WYSIWYG editor that teams can use to record screens, make step-by-step video lessons, and store materials across playbooks, libraries, and cards. Content can also be customized based on job function, department, or location.
Administrators can set up a system for tracking who owns what so that content can be monitored and reviewed. They can also use tags or color codes to connect papers and let experts update their knowledge base in a way that follows best practices in the field.
There is also a self-service portal that employees can use to explore or search for learning material based on their skills, tags, and departments.
Show MoreScreen Recorder
You can record screens and words simultaneously to show someone how to use a tool. This ensures every tutorial, how-to, or show is spectacular and trending.
AI Assist
Using AI Assist, users can craft new policies and procedures quickly. You can now have a new and improved process by placing a few parameters, such as topic, industry, and level of detail.
Contextual Suggestions
Whale offers a web extension suited for teams that can provide relevant training and knowledge from any tool, app, or website. Instead of wondering about the important details, Whale can deliver them to the person in need at the right time.
Automated Training Flows
You can save time using the automation features to make training journeys specific to each team and job. What Whale does next will help your team be more productive and give you data on how this affects the business and your team.
Quizzes
With Whale, users can reinforce your team’s learning journey through automated quizzes. These keep knowledge and assessment engaging and timely.
Centralized Platform
Whale lets users have a centralized platform to process SOPs, playbooks, and other things to quickly onboard, train, and set up the team.
Show MoreProblem #1: Documentation Creation
Documenting SOPs and other organizational matter takes time.
Solution: Within seconds, Whale can help you make new rules and procedures thanks to its more than 100 themes, powerful editor, AI Assist, and other time-saving features.
Problem #2: Training and Onboarding New Team Members
Welcoming and assisting new team members can be a lot of work without a proper process.
Solution: Whale makes training and onboarding new workers easier and faster, and it sets them up for success.
Problem #3: Master Process for Companies That Run on EOS®
Some teams run on EOS® for a seamless workflow.
Solution: Whale is an all-in-one system for EOS® teams that want to help record their processes, train their teams, and set themselves up for growth.

Because companies have special business-related wants, it is wise they abstain from going for a one-size-fits-all, “perfect” software. However, it would be difficult to pinpoint such application even among sought-after software solutions. The clever step to undertake can be to note down the different important functions that call for a inspection like essential features, packages, skill aptitude of the employees, organizational size, etc. After which, you should double down on the research systematically. Go over these Whale review articles and scrutinize each of the solutions in your list in detail. Such all-encompassing research ensures you steer clear of ill-fitting applications and choose the system that meets all the tools your business requires in growing the business.
Position of Whale in our main categories:
Whale is one of the top 50 Business Process Management Software products
If you are interested in Whale it might also be beneficial to check out other subcategories of Business Process Management Software gathered in our database of B2B software reviews.
There are popular and widely used applications in each software group. But are they automatically the best fit for your organization’s special needs? A market-leading software product may have thousands of subscribers, but does it provide what you require? For this reason, do not blindly spend on popular systems. Read at least a few Whale Business Process Management Software reviews and mull over the factors that you desire in the software such as the fees, main tools, available integrations etc. Then, shortlist a few apps that fit your requirements. Check out the free trials of these apps, read online comments, get explanations from the seller, and do your research meticulously. This profound research is sure to aid you select the finest software platform for your organization’s unique requirements.
Whale Pricing Plans:
$0/month
$10/month
$15/month
Contact Vendor
Whale Pricing Plans:
Free Trial
Forever Free
$0/month
Essentials
$10/month
Scale
$15/month
Enterprise
Contact Vendor
Whale offers pricing plans for various business scales. Contact the vendor to sign up and book a demo.
Forever Free – $0/month
Essentials – $10/month
Scale – $15/month
Enterprise – By quote
We are aware that when you make a decision to get a Business Process Management Software it’s important not only to find out how experts rank it in their reviews, but also to check if the real people and enterprises that purchased these solutions are actually satisfied with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Whale reviews across a wide range of social media sites. The information is then featured in an easy to understand way indicating how many customers had positive and negative experience with Whale. With that information at hand you will be equipped to make an informed business decision that you won’t regret.
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Whale can seamlessly integrate with different platforms, such as:
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