Whale
Whale
About Whale
Whale is a knowledge management software designed to help franchisees, managed service providers (MSPs), system companies, and real estate agencies create, maintain, and share knowledge including processes, policies, and procedures with employees.
Whale provides a browser extension, which allows staff members to access learning content within existing business applications through plug-and-play integration.
The solution offers a WYSIWYG editor, which teams can utilize to record screens, create step-by-step video tutorials, customize content based on job function, department, or location, and store materials across playbooks, libraries, and cards.
Administrators can set up an ownership system to monitor and review content, interlink documents using tags or color codes, and let subject matter experts update their knowledge base according to industry guidelines.
Employees can also use a self-service portal to browse or search for learning content using filters specific to their skills, tags, and departments.
Whale facilitates integration with several technology providers and applications such as Microsoft Teams, OneDrive, Google Drive, Salesforce, ConnectWise, HubSpot, and more.
It provides an insights dashboard, which lets managers analyze the team's performance and gain visibility into knowledge gaps and create assignments to improve specific user skills.
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- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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- Likelihood to recommend 9.0 /10
Best UI and engagement features in the process/SOP space.
Reviewed on 2025-10-16
Whale is made to engaging and fun to use. Navigating is extremely user friendly and customer...
Whale is made to engaging and fun to use. Navigating is extremely user friendly and customer support actually cares and will continue reaching out to see how they can further resolve issues they already helped fix.
Pros
Whale makes finding and searching for processes engaging. You have a lot of different ways of searching for a process, you could find by Department Board, then categories, and find the individual cards, or search by keyword or even AI conversation.
Cons
I wish there was more of a template for structuring your processes. Like choosing a process/SOP structure that closely relates to your business type so you can see what maybe other businesses in your sector are structuring like.
Alternatives Considered
TrainualReasons for Switching to Whale
- Industry: Hospital & Health Care
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
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- Likelihood to recommend 10.0 /10
"simple, engaging and effective"
Reviewed on 2025-04-24
Whale has streamlined our unburden process by allowing new hires to complete most training...
Whale has streamlined our unburden process by allowing new hires to complete most training independently, saving time and making meetings more focused.
Pros
Whale makes it incredibly straightforward to build engaging process documentation. You can effortlessly combine images, videos, text, and even GIFs to create interactive step by step guide.It is user friendly enough that process owners can handle updates on their own without relying on designer and tech expert. Plus , making updates is quick and does not require jumping through any bureaucratic hoops.
Cons
I wish Whale had a flowchart feature for visualising complex procedure.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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- Likelihood to recommend 0.0 /10
Very unsatisfied
Reviewed on 2024-06-18
Very unsatisfactory. When reaching out to Support With issues they only reply is, “ It’s clearly...
Very unsatisfactory. When reaching out to Support With issues they only reply is, “ It’s clearly stated on the website”.
Pros
The only pro to this is it’s simplicity
Cons
The Custom ability is very minimal. Every employee can see every option And nothing can be customized.
Custom services, poor and unwilling to be of assistance to a paying customer.
Response from Workchop
We’re sorry to hear you were dissatisfied with your experience.
To address your concerns: during the sign-up process, the difference between monthly and yearly plans is clearly indicated. Even in the case of a misclick, an invoice is automatically generated—giving users plenty of time and opportunity to reach out. Our team responded promptly, provided a clear explanation, and offered alternative solutions within our terms (which state that we do not offer refunds, but do offer a free plan for testing and a monthly option for flexibility).
Regarding customization, we offer a range of options like role-based access and user-specific permissions—though it sounds like these may not have been fully utilized in your case.
We understand it’s frustrating when expectations aren’t met, but we aim to be as transparent and helpful as possible throughout the entire customer journey.
— The Whale Team
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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- Likelihood to recommend 10.0 /10
The most user friendly training solution
Reviewed on 2024-09-10
Whale’s focus on developing client skills based on their processes was another highlight for us....
Whale’s focus on developing client skills based on their processes was another highlight for us. It’s designed to help businesses grow by ensuring that their teams are proficient in the company's unique procedures and workflows. This focus on process-based skill development leads to more efficient operations and a better-prepared workforce - something that's key for us. Additionally, Whale's customer support is unparalleled, always ready to assist with any queries, ensuring users get the most out of the platform.
Pros
As digital marketing expert, there are a lot of moving parts and a lot to keep track of. I love how Whale simplifies the process of onboarding new employees, and ensuring everyone has access to consistent information. I really like that we can create and share content, assign tasks, and use quizzes to keep everyone about the news in our environment. It's really user friendly.
Cons
Whale takes customer feedback to heart. There is nothing I dislike and whenever I have a query, their customer success team is always able to support me in what I need.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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- Likelihood to recommend 10.0 /10
Easy and simple
Reviewed on 2020-12-02
We were able to onboard new colleagues much faster than before. They were very satisfied with our...
We were able to onboard new colleagues much faster than before. They were very satisfied with our approach.
By using the templates we create much more uniformity of our documents and the colleagues start documenting faster :)
The reaction of the support is TOP!
Pros
Really bridges the training and knowledge with the different profiles of employees.
Intuitiveness & user friendly
Outperforming other onboard tools or training software.
Cons
It isn't completely customizable yet (brand colors or logo cant be changed atm)
Whale FAQs
Below are some frequently asked questions for Whale.Q. What type of pricing plans does Whale offer?
Whale offers the following pricing plans:
- Starting from: US$10.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Not Available
Get access to all the features and tools needed to create your connected knowledge and training environment. Easily document your onboarding flow and train your existing employees. Systemize and scale your team from as little as $5/user/month. Starting from 10 users? Decreasing price for larger teams.
Q. Who are the typical users of Whale?
Whale has the following typical customers:
11–50, 51–200, 201–500, 501–1,000
Q. What languages does Whale support?
Whale supports the following languages:
Dutch, English, French
Q. Does Whale support mobile devices?
Whale supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Whale integrate with?
Whale integrates with the following applications:
ChatGPT, Chromium, Firefox, Google Chrome, Google Drive, Microsoft Edge, Microsoft Teams, OneDrive, Slack, Zapier
Q. What level of support does Whale offer?
Whale offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for Whale.
Policy Management Software