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 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:
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.
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 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.
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Whale can seamlessly integrate with different platforms, such as:
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