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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

Since businesses have particular business-related demands, it is rational they avoid subscribing to a one-size-fits-all, ”best” business program. However, it is almost impossible to try to come across such an app even among popular software products. The practical thing to do would be to shortlist the different key functions that necessitate investigation including critical features, price plans, technical skill ability of staff, business size, etc. Thereafter, you should double down on your product research to a full extent. Browse over some of these Whale evaluations and scrutinize the other software options in your list more closely. Such well-rounded product research makes sure you drop poorly fit apps and subscribe to the one that delivers all the features your company requires for optimal results.

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 might also be sensible to investigate other subcategories of Business Process Management Software collected in our base of SaaS software reviews.

Each enterprise is different, and may call for a special Business Process Management Software solution that will be fit for their business size, type of clients and staff and even particular niche they cater to. We advise you don't count on finding a perfect services that will be suitable for every business no matter what their background is. It may be a good idea to read a few Whale Business Process Management Software reviews first and even then you should keep in mind what the software is supposed to do for your company and your employees. Do you require an easy and straightforward solution with only essential features? Will you really use the complex tools needed by experts and big enterprises? Are there any specific features that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to get a solid solution that will fit your budget.

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 know that when you make a decision to get a Business Process Management Software it’s important not only to see how experts score it in their reviews, but also to check if the real users and businesses that purchased this software are actually happy with the product. Because of that need 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 format showing how many clients had positive and negative experience with Whale. With that information at hand you should be prepared to make an informed business decision 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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