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Whale Reviews: 4.7/5 — Highly Rated
Whale (usewhale.io) is an AI-first SaaS platform for documenting, sharing and managing standard operating procedures. It combines process capture (step recorder, screen recording, video-to-SOP), AI-assisted authoring and templates, training flows and quizzes, governance (versioning, approvals, granular permissions) and integrations (browser extension, Slack, Google, Zapier) to support teams that must scale processes, training and compliance.
| Company | Whale BV (UseWhale) |
|---|---|
| Year founded | 2018 |
| Company size | 11-50 employees |
| Headquarters | Ghent, Belgium |
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Browser Extension, Cloud / SaaS / Web-Based, Mobile Android, Mobile iPhone |
| Support | Email/Help Desk, Knowledge Base |
| Training | Documentation, Live Online, Videos, Webinars |
| Languages | English, French, German, Portuguese, Spanish |
Whale Pros and Cons
- Comprehensive feature set for SOP management, training and AI-assisted content
- Strong sharing and contextual access via browser extension and QR codes
- Auto-translate, versioning and granular permissions
- Mature security and compliance posture (SOC2, GDPR, HIPAA-ready)
- Free tier available and clear tiered pricing
- Export to PDF/Word only on paid plans (not available on free tier)
- Enterprise pricing is custom / undisclosed
- Creators are limited per plan and additional creators add per-user cost
- Advanced features (API, HRIS provisioning, automated redaction) gated to Enterprise
I feel that Whale was created for me. As COO of my company, it can be overwhelming to manage corporate SOPs, onboarding, and user training, along with having a single source of truth for document management. Whale has given me the ability to share this burden throughout the company with assigned experts to manage each of these areas going forward. The review reminder process is great. The ability to create training flows and AI-generated quizzes has been a game-changer for us. Since we deal with customer contracts and P&Ps, having a centralized repository for these documents is great. No longer am I searching for the latest iteration of these documents. Card Analytics is great for tracking revisions and having an audit trail of user changes. Whale has many more features but what surprised me the most is how efficient this software is making my company. Or, should I say, it's showing us how inefficient we were in these areas. Whale's onboarding team has been great. Katrina and Stino have been excellent at making sure I would be successful using Whale. Once you get into it, it's very intuitive.
Whenever I think something is missing from Whale, a new release comes out and it's there. The folks at Whale take customer feedback seriously. There is nothing I dislike or have concerns with. It's a great company with a great product.
Whale's ease of use has us churning out a searchable knowledge base that has made us way more efficient. The Chrome plug-in to search our documentation in Whale has reduced the number of inquiries to each department for specific docs. It's all about efficiency. Whale has delivered.
Whale has an incredible web extension tool that allows for quick access to company informaiton with the ability to bookmark favorites and search without ever leaving the webpage I am on. It is incredibly helpful.
We have had small editing issues with font and such. We also need more permission levels. Right now only an admin can do certain things such as create quizzes however we don't want the people who can create quizzes to have acces to everything.
Whale gives us quick and logical access to company SOP's, templates, and more with the ability to assign items to users and track employee participation. We set review intervals so all the company managers can keep company inofrmation up to date.
I love being able to type in questions and get answers when I do not understand something. It's a great tool to have in the workplace. It alleviates stress when you have a question and no one is around to answer it.
Searching things can be a little confusing. Quite a few answers pop up so you have to look through everything to find what you're looking for.
Whale is an awesome tool to have in the workplace. It has helped me immensely when I have forgotten information that I need to know to be able to do certain tasks at work. It's a great way to help train as well. It has all the information in one place and explains in detail how to correctly get things done. I think it's an awesome site that is very beneficial in many situations.
We see Whale as our digital assistant. When the subject matter expert is not around, Whale is there to replace the SME and answer questions of employees. As a company it is so easy to build up and maintain. As an employee it's just lovely to have your digital assistent around and to consult the knowledge.
One of the only things I wanted Whale to improve on was to make a list view of the kanban view. But guess which feature Whale's launching next week? The list view. ;-)
1. Onboarding process: we now have efficient onboarding processes thanks to the ease of use and traning flows in Whale 2. Long ramp up time: new employees are 2 x as fast up to speed then before 3. Maintain knowledge: Whale reminds you whenever a playbook needs to be reviewed
Whale is a user-friendly application that makes it easy to create training flows. The drag-and-drop interface allows users to quickly and easily add content, such as text, images, videos, and quizzes. Whale also includes a variety of features that make it ideal for creating engaging and interactive training experiences, such as emoticons and gifs.
I am not satisfied with the lack of customization options in the Whale application. Specifically, I would like to be able to change the font and size of the letters, as this would allow me to personalize my experience and make it more comfortable to use.
Whale is a comprehensive training solution that eliminates the need for constant calls and multiple applications. With Whale, all training materials can be stored in one place and accessed by new hires on demand. This eliminates the need for time-consuming onboarding calls and allows new hires to learn at their own pace. Additionally, Whale provides a variety of features that make training more engaging and effective, such as interactive quizzes, gamification, and analytics.
The software is user friendly, their onbording videos are amazing... everything about this product and it's team is top notch.
My only feedback would be to make the quizes more detailed... but I still like their current format as it is useful as is!
Whale is becoming our internal knowledge base and "source of truth" for our current staff. With this, when we are ready to hire, training our next round of team members is going to be a breeze.
I like how easy Whale is to use, as well as how user friendly it is.
Nothing inparticular that I dislike about Whale but starting from scratch with all of our SOP's was sort of overwhelming.
We are early users of Whale but the app has been very beneficial when information is needed & you are away fromt he office.
Whale provides an easy and intuitive training tool for staff that saves time and reduces recurring questions. It is user friendly and easy to navigate.
I have not identified any downsides yet.
Whale has streamlined our onboarding process, we can train new staff without requiring experienced staff to be available. We can update training processes or company policies and easily distribute them to all staff.
The ability to upload videos and leave comments for peers to review, it's a wonderful tool if you have a new member on your team and don't have enough time to train them, they can use Whale to go page by page and train themselves and leave their questions as a comment for each section.
I didn't experince any downsides, The tool is users friendly and easy to navigate.
Whale is taking care of training new members, and they can always refer back to it if they have any questions.
How much easier it is to organize and sort through compared to Google Drive
We have been on for 3 months and haven't noticed one yet ...
Internal knowledge base for our clients. It is reducing questions that team members can now find on their own.
The system is easy to use and keeps your processes up to date by assigning an individual responsible for updates. With that, reminders are emailed as well as in the system.
It takes a minute to get up to speed with the lingo, but that is very minor as they provide excellent support and tutorial videos.
We have had a hard time keeping our processes and SOP up to date. They are in various formats and don't have videos, explicit instructions, or descriptions. This has helped on so many levels to allow us to get organized and everything live in one place.
Whale has given our company the means to become incredibly organized with our company's standard operating procedures. Wish we found it sooner!
Not much. I still want to learn more about the features I have not fully learned.
It's a more efficient way of organizing and storing our SOP's
Whale has helped us clean up our files and clarify procedures within the company. Whale has become the new go-to tool in our office. We have yet to use all the features but are excited about Whale's full potential. We also love the access we have to talk with Stino for feedback and questions.
We have experienced some formatting issues, but the team quickly assists. The product is constantly being updated.
We did not have a quality system in place for SOP's. Whale has allowed us to organize SOP's and other necessary office information in one easy-to-use spot.
It helps us a lot with streamlining out onboarding process. Whale just automates the assignment of different onboarding documents. We just add a new hire to a group and the system does the rest for us.
The editor is great as it has native screenrecording but it sometimes does not copy the style exactly like you had it set up in Microsoft Word. Luckily it can be easily amended after.
Our onboarding process was very manual. We had to send our new hires all the documents seperately and were doing that step by step. When one document was sent we asked them how it was and then sent the next one. Now we created an automated flow with also some quizzes in between so we can just let our new colleagues follow their own flow and speed. The feedback we have gotten from them is already very positive. And it's a lot less stressful for us.
Whale is a great software that meets every need we were looking for as a Marketing team. It's very robust & you can keep track of all your tasks on a very efficient way. Also I love the idea behind the extension - pro-actively sharing knowledge via the extension pulled me over the finish line - even the easiest FAQ is now answered in 0 seconds because the extension knows what need to pop up wheren.
It's very manual to install the suggestions. Once everything is installed, it's ep-ic but it can take some time so don't wait long to do it. Start while you're creating your documentation in Whale.
Structuring our knowledge base & assets. Our team works more cohesive & more efficient because now actually everyone is using the SAME process.
Not Angela Basset, but Whale did the thing when it comes to SOP Management & Training your employees. The ease of the interface & the amazing onboarding experience are some true gems of this company. Everything is tied in nicely in each other which makes it a real joy to work with.
Nothing so much this far. It's very easy to use & our queries get picked up very smoothly! Maybe a HEX color picker could be nice but it appeared on the roadmap.
Whale helps me onboard new hires much more quicker. Where we lost so much time training & guiding new hires, with Whale, we do that by half the time. Also for retraining our current staff it helps us out to keep everyone on the same level
The AI assist feature makes it very easy to start with a SOP and then amend it to your own needs. It speeds up the content creation by a lot.
I have not found anything yet. Everything we have used upon till now works well and is very intuitive.
The main problem we were facing was the that our SOP's were just spread out everywhere. People kept on asking where what was and therefore we started looking for a software that could centralise our SOP's. The good thing is that Whale also helps to bring structure with their best practices. We had most of our SOP's but it helped getting them visually appealing for everyone.
Their Google Chrome plugin to have your sop show at other sites than the Whale platform too. This is so helpful that my colleagues don't always need to remember everything but can look it up via the plugin.
There are no outstanding issues with the platform. It does exactly what we expect it to do.
I could never find what I needed for certain tool we use. (and we use many). With the plugin this is solved. And if the plugin does not show it, I can still go into the Whale website and just search there and find it.
So helpful to have all documents and videos on one platform for our class teachers and instructors.
Can't think of any and haven't come across any issues so far.
The need to have all important documents on one, super accessible platform.
Setting up the training cards and boards is incredibly easy for us to create. It flows easily and makes training our instructors quick and hassle free.
There isnt anything I have found to dislike.
Making it so we dont have to train and onboard in person, which means we can get the new instructors ready in a rapid time and know they have all the information at hand
It is an easy way to have all processes, procedures, and know-how in general in a centralized app. The look and feel are amazing and always you are able to find anything quickly and easily. The support team is amazing too.
I have two recommendations: 1- Price. Whale is a tool that every team member should have access to. It could be expensive for teams with a little budgets. 2- I would like a tool to make flow diagrams.
Whale is an easy way to keep our company culture alive and all processes and procedures up to date. It helps us to save time in the onboarding and training process whenever an employee joins our company.
Whale is very user-friendly and has pre-built templates that make design and flow seamless! Automated reminders make it easy to keep important information up to date for staff in our change-oriented organization. Whale also provides an easy-to-follow process for staff to get accustomed to using the product!
The only thing we have come across is a character limit on boards, so you do need to work around it if you have lengthy wording. Otherwise, the product has been phenomenal.
Whale has allowed us to document important processes and procedures that formerly were not documented. It increases communication across the organization allowing staff members to quickly find information in real time.
Whale allows for a neat and organized place to document all processes and procedures. The ability to add in embedded video and images all from the builder helps streamline the documentation process. The platform can be setup to tell you when it is time to review all of your documentation at an interval you determine. No more forgetting about having to review your SOPs. The assignment function in Whale is great. When something is updated or new, you can assign that SOP to the team for review and the system tells you who has and hasn't completed the training. Overall it is a game changer for our company. All SOPs in one place, everything documented and the automations will make onboarding a new hire so much more efficient.
So far have I have no found anything I dislike about the platform. It is easy to use, intuitive and extremely user friendly.
With Whale we no longer are searching for training material. Everything is in one place and there are no duplicates of training documents.
We can house all of our company information, processes, etc., and it is a great learning tool for onboarding new team members.
Nothing to dislike! Whale offers everything we need.
It is solving the need for companies to give access to important company information to their employees as a one-stop shop.
Whale is easy to use because it is intuitive and follows a logical flow. Answers are easy to find using the reference tools provided, but if you are stuck, the Customer Success Team is great. They are friendly and responsive!
So far, I have not encountered any major flaws. I do wish that the rich text editor had more features, but there are a good number for now, which is great. I know they are constantly improving based on customer feedback!
We partnered with Whale because we did not have all of our policies and procedures documented in writing in one place. As a start-up, we were finding that employees had to go to too many sites/people to find the information they needed. Whale is helping us solve this issue.
User-friendly design. Focus is on the essentials of effective knowledge-sharing / No unnecessary complicated frills.
We are still in the implementation phase right now. So far, no problems have arisen.
Whale helps us to connect our departments better, share new knowledge across the company, and shorten the onboarding time for new employees.
Whale is a very user-friendly tool that is easy to use and implement. Also, the whale team is very supportive and open to improvements.
Nothing so far. Everything works great. Thanks
Whale helps us to bundle and manage all our internal knowledge.
We are a very process-oriented firm and came to Whale with hundreds of process documents already created. Whale is helping us optimize and go to the next level! We find Whale easy and intuitive to set up, navigate, and use, and the customer support has been AMAZING. Even though, we are still onboarding—and so do not yet have our final structure in place—we can already find ANY process document within a few seconds (using Whale's handy search feature). Finally, Stino is a delight to work with. Our firm did the Success Services package (where Whale does the migration for you—recommended), so Stino and I have been in regular contact over a series of meetings plus emails. The Whale team is very responsive, encouraging, and knowledgeable—and Stino has kept things both moving along and fun.
Almost nothing! The few things that have come up for us (such as a wish to integrate with Dropbox), Stino has assured us are already on the Developers' "feedback wall." We anticipate seeing continued new features and upgrades as Whale grows.
Whale is helping us organize LARGE amounts of processes—easily! We are a very process-centric firm, and—prior to Whale—our large library of process documentation was filed in Word and PDF documents, which were not easy to navigate. In contrast, Whale has made everything searchable and user-friendly. Also, with Whale, it is much easier to create, request, and share new documentation.
Very easy, not overloaded. Chrome Extension
So far nothing, but I'm just at the beginning. Not sure, if when we quit this Tool, where our knowledge-data will go.
Knowledge transfer with in our company.
Whale is excellent no matter what stage of process documentation a company is in. They make it easy to document processes and even easier for employees to follow them. With the browser extension, you can access all of your business processes no matter where you do your work (email, CRM, ticketing system, etc.)
While the editor is reasonably robust, it does not play well with Microsoft Word. The formatting does not carry over well to or from Whale.
Whale is helping get our processes in front of the people who need to be reading them. It's also helping us to delegate process ownership to subject matter experts, ensuring that our processes contain accurate and timely information.