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.

Since companies have their own business-related wants, it is only practical they abstain from paying for an all-encompassing, “perfect” software product. At any rate, it is futile to chance on such application even among branded software systems. The reasonable step to do should be to list the several chief aspects which entail consideration such as crucial features, costing, skill ability of staff, company size, etc. Thereafter, you should do the research comprehensively. Go over these Whale evaluations and scrutinize each of the software systems in your list in detail. Such detailed product investigation can make sure you circumvent unsuitable applications and choose the one that offers all the benefits your business requires.
Position of Whale in our main categories:
Whale is one of the top 50 Business Process Management Software products
If you are considering Whale it could also be a good idea to investigate other subcategories of Business Process Management Software gathered in our database of SaaS software reviews.
Every company has different needs and requires a software that can be personalized for their size, kind of staff members and customers, and the particular industry they are in. For these reasons, no software can proffer perfect functionality off-the-shelf. When you look for a software system, first be sure what you require it for. Read some Whale Business Process Management Software reviews and ask yourself do you desire basic tools or do you want complex functionality? Are there any industry-specific tools that you are searching for? Get the answers to these queries to assist your search. There are multiple aspects that you need to reflect on and these include your finances, particular business wants, your company size, integration needs etc. Take your time, check out a few free trials, and finally select the app that presents all that you need to enhance your organization efficiency and productivity.
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 realize that when you choose to get a Business Process Management Software it’s important not only to learn how experts score it in their reviews, but also to find out whether the actual people and businesses that use this software are actually content with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Whale reviews across a vast array of social media sites. The data is then displayed in a simple to digest way revealing how many users had positive and negative experience with Whale. With that information available you should be prepared to make an informed purchasing decision that you won’t regret.
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Whale can seamlessly integrate with different platforms, such as:
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