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Whale Review

Whale
Our score: 8.6 User satisfaction: 96%

What is Whale?

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.

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Overview of Whale Benefits

Screen 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.

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Overview of Whale Features

  • AI Assist
  • Embed Content
  • Automated Training Flows
  • Contextual Suggestions
  • Groups and Permissions
  • Version Control and History

What Problems Will Whale Solve?

Problem #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.

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

Whale Position In Our Categories

Because businesses have distinct business requirements, it is only prudent they abstain from going for a one-size-fits-all, ”best” software solution. Nonetheless, it is difficult to come across such an app even among widely used software products. The best thing to undertake can be to take note of the several main aspects which call for a investigation like crucial features, packages, skill ability of the employees, organizational size, etc. Thereafter, you should double down on your product research comprehensively. Read some of these Whale evaluations and scrutinize each of the software systems in your list in detail. Such well-rounded research ascertains you avoid mismatched apps and choose the system that offers all the benefits your company requires for success.

Position of Whale in our main categories:

TOP 50

Whale is one of the top 50 Business Process Management Software products

If you are interested in Whale it could also be sensible to investigate other subcategories of Business Process Management Software listed in our database of B2B software reviews.

Every enterprise has different requirements and needs a system that can be personalized for their size, type of staff members and customers, and the particular industry they are in. For these reasons, no platform can provide perfect features out-of-the-box. When you try to find a software product, first be sure what you require it for. Read some Whale Business Process Management Software reviews and ask yourself do you need basic tools or do you require complex tools? Are there any industry-specific tools that you are seeking? Find the answers to these queries to assist your search. There are plenty of factors that you need to reflect on and these include your finances, particular business wants, your company size, integration requirements etc. Take your time, use a few free trials, and finally select the platform that presents all that you need to boost your organization efficiency and productivity.

How Much Does Whale Cost?

Whale Pricing Plans:

Free Trial

Forever Free

$0/month

Essentials

$10/month

Scale

$15/month

Enterprise

Contact Vendor

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What are Whale pricing details?

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

  • Rich Media Editor
  • Template Gallery
  • Built-in Screen Recorder
  • Google and OneDrive Integration
  • Whale AI Assist
  • Browser Extension

Essentials – $10/month

  • Everything in Free+
  • Unlimited Boards
  • Custom Branding
  • Groups and Permissions
  • Tag Manager
  • Version History

Scale – $15/month

  • Everything in Essentials+
  • Training Flows
  • Quizzes
  • Contextual Suggestions
  • Auto Translate
  • QR Codes

Enterprise – By quote

  • Everything in Scale+
  • HRIS Integrations
  • SCIM
  • API Access
  • Unlimited Workspaces
  • Professional Services Included

User Satisfaction

Positive Social Media Mentions 6
Negative Social Media Mentions 2

We are aware that when you choose to purchase a Business Process Management Software it’s crucial not only to see how professionals score it in their reviews, but also to discover if the actual clients and enterprises that bought this software are actually content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Whale reviews across a wide array of social media sites. The data is then presented in a simple to understand form showing how many customers had positive and negative experience with Whale. With that information at your disposal you will be equipped to make an informed business choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise
  • Open API

Language Support

  • English
  • Spanish

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Whale?

Whale can seamlessly integrate with different platforms, such as:

  • Google Drive
  • OneDrive
  • Slack
  • Salesforce
  • HubSpot
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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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