---
title: Whale Reviews
meta_title: 'Whale Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 198 reviews by the users' company size, role or industry
  to find out how Whale works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 198
  scale: '5'
date_modified: '2026-07-13'
parent_category:
  name: Training eLearning
  url: https://www.g2.com/categories/training-elearning
---

# Whale Reviews
**Vendor:** Whale  
**Category:** [Training Management Software](https://www.g2.com/categories/training-management-systems)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 198
## About Whale
Turn scattered knowledge into scalable systems with Whale. Whale helps fast-growing teams capture processes, train employees, and answer questions — without the chaos of scattered docs or outdated wikis. What Whale Does: - AI process capture: Turn screen recordings, videos, or existing docs into structured SOPs in minutes - Alice (AI assistant): Employees get instant answers to "how do we do X?" in any language, any channel - Training built-in: Convert SOPs into onboarding flows and quizzes so people actually learn - Mobile-first access: QR codes and mobile app mean SOPs live where the work happens Why Teams Choose Whale: - Cut onboarding time by 50% by connecting training to live processes - Reduce documentation time by 70% with AI-powered capture - Keep knowledge current — not buried in Google Docs nobody reads Who Uses Whale: Operations leaders and HR teams at scaling companies (50-500 employees) who need to onboard faster and standardize without slowing down.



## Whale Pros & Cons
**What users like:**

- Users praise Whale for its **user-friendly interface** , making onboarding, organizing, and finding information easy and efficient. (32 reviews)
- Users find Whale to be **extremely user-friendly** , facilitating efficient onboarding and seamless content management with ease. (15 reviews)
- Users appreciate the **user-friendly interface and powerful features** of Whale, enhancing efficiency and information access. (13 reviews)
- Users find Whale's **intuitive interface** makes onboarding and document management straightforward and efficient for teams. (13 reviews)
- Users find Whale offers **easy access** to centralized knowledge, enhancing training and support efficiency without hassle. (12 reviews)
- Navigation Ease (11 reviews)
- Implementation Ease (10 reviews)
- Customer Support (8 reviews)
- Customization (8 reviews)
- Easy Setup (8 reviews)

**What users dislike:**

- Users find the **limited customization** options frustrating, as they need more control over permissions and formatting. (3 reviews)
- Users desire more **customization options** in Whale, particularly in permissions and formatting for specific needs. (2 reviews)
- Users note a significant **lack of information** on AI features, suggesting the need for more comprehensive tools. (2 reviews)
- Users face **limited access** issues, making it hard to manage user controls and connect external resources effectively. (2 reviews)
- Users find the **missing features** like individual training records and file connectivity hinder their overall experience with Whale. (2 reviews)
- Poor Interface Design (2 reviews)
- Users find **navigation to be poor** , leading to confusion and difficulties in locating content efficiently. (2 reviews)
- Steep Learning Curve (2 reviews)
- App Performance (1 reviews)
- Billing Issues (1 reviews)

## Whale Reviews
  ### 1. Great tool to begin with!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jorge R. | Continuous Improvement Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2022

**What do you like best about Whale?**

Im going to begin by saying that it is such a user-friendly tool. Great for companies that are beginning to document and keep control of their SOPs, policies, work instructions, etc. In other words, this is a tool that im sure is going to be great if you want to establish a documentation culture in your company.

**What do you dislike about Whale?**

I was presented by Whale's team all the features that they have to offer (so this is not something that I dislike), so I knew from the beginning that something that would be great to have in the following months is the option to create approval routes and maybe also to create more document structural levels.

**What problems is Whale solving and how is that benefiting you?**

definitely, document control! this tool is going to be of a lot of help for new collaborators! a single source of truth right here.

**Official Response from Lisa Steingold:**

> Thank you Jorge! It's an honour for us to have been working with your team!

  ### 2. Working with Whale is worht it.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Wilco B. | IT consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 21, 2022

**What do you like best about Whale?**

Documenting is super easy and central for all colleagues

**What do you dislike about Whale?**

No names when searching.
Please include the name of the person who searched for something.

**What problems is Whale solving and how is that benefiting you?**

To keep all the documentation in one place

  ### 3. Followed by All

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cody M. | Special Projects Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2022

**What do you like best about Whale?**

Whale gives me a place to document my business processes that is accessible by my whole team. If I need my team to review a process, the process can be assigned and each team members completion can be tracked.

**What do you dislike about Whale?**

Copying old forms that were created in Word or other programs is a little clunky. Reformatting these forms can frustrating. It is easy to just rebuild them from scratch or they can be linked through a Google drive.

**Recommendations to others considering Whale:**

Get it out of your head and into whale

**What problems is Whale solving and how is that benefiting you?**

All of my processes were either in my head or on my computer. No one on my team had access to these processes or each process was sent out individually. Having all processes in one location that can be accessed by the whole is a game changer.

**Official Response from Lisa Steingold:**

> Hey Cody!
Thanks for your great feedback! We aim to be "The place to document business processes" so it's great to hear!
Keep up the great work!
🐳

  ### 4. Whale helps organization within your company.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole S. | Administrative Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 31, 2022

**What do you like best about Whale?**

I can leave directions for others to follow, which makes training so much more straightforward.

**What do you dislike about Whale?**

I am a little unclear on how to organize it. It can be a little overwhelming in the beginning. But once you get started, a flow starts happening.

**What problems is Whale solving and how is that benefiting you?**

It's a place to help with training that we are working on completing. This will be nice to have everything in one place when someone else is hired.

**Official Response from Lisa Steingold:**

> Love your trailblazing work! 👣
Our amazing customer success manager is here to help you get organized so you'll be sorted in no time 🤩

  ### 5. Nice product to work with.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anouk v. | operational assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2022

**What do you like best about Whale?**

It is easy, uncluttered and clear to set up. With many possibilities and options.

**What do you dislike about Whale?**

Sometimes you have to click a lot to get to the right option.

**What problems is Whale solving and how is that benefiting you?**

It is nice that we can share knowledge with each other, without immediately planning a consultation.

  ### 6. Best company-wide platform I have used to date!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashley F. | HR Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2022

**What do you like best about Whale?**

I love the simplicity of the platform.  Everything is easy to find and it's a great user experience.

**What do you dislike about Whale?**

I don't really have any dislikes or downsides of using whale.

**What problems is Whale solving and how is that benefiting you?**

Especially being a remote company, whale is our one-stop shop for all employee resources.

  ### 7. Very good SOP and system software!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2022

**What do you like best about Whale?**

I love the layout and the way its easy for users to find the information they need quickly. 
I also love the stats and analytics that share helpful insights into what users are searching for so we can support and improve the information available.

**What do you dislike about Whale?**

The least helpful thing about Whale is getting to grips with the language of the different elements, (eg playbook, cards etc) but to be fair, they have developed the ability to rename these so the language can be customised to your own company language, which is pretty cool!

**What problems is Whale solving and how is that benefiting you?**

Sharing company knowledge and allowing the team to find helpful sops and contribute to the business IP.

**Official Response from Lisa Steingold:**

> Yes! Sounds like you're really using Whale to scale up! 🐳 
Thanks for the feedback and keeping rocking like you do😍! 

  ### 8. The support has been first class all the way.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about Whale?**

Initially, I liked that Whale was connected to Traction Tools (software used by companies running on EOS). As well as I was able to confirm with many references in the EOS community that they used it and loved it. But once I got started. It was the extreme availability of their support team that made this an easy tool to help us get up and running.

**What do you dislike about Whale?**

I wish there was a swimlane process document creator as part of the toolset.- I guess any plugin that would make flow diagrams.

**What problems is Whale solving and how is that benefiting you?**

We have a small company, made up of many fractional resources. Process documentation about how to do a job is most valuable EXACTLY when that person needs it. Team members only want information when they want to consume it. You can blame Google if you want, but every organization needs to have this standardization figured out. Whale completely solves this for us. Creating one process to be used by all - shared with all.

**Official Response from Lisa Steingold:**

> Thanks for the fantastic comments and feedback! 🐳 We're currently working on our templates and process creation so watch this space 😊

  ### 9. So Far So Good.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Amber C. | Chief Operating Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2022

**What do you like best about Whale?**

Whale has been incredibly easy to get started setting up.  I like how user friendly it is.

**What do you dislike about Whale?**

As of right now, the only thing I dislike is the inability to unpublish a card.  However, I have provided that feedback and it appears to be something that they are already working on, so that's a plus.

**What problems is Whale solving and how is that benefiting you?**

Whale is helping our business to organize our processes.  With that organization, we hope to be more efficient with not only new hire training, but also on-going training.

**Official Response from Lisa Steingold:**

> Thanks for your feedback Amber! 
Yes we take all customer feedback and plan it into our product roadmap as we're continuously trying to improve and make Whale the most user-friendly of platforms.

  ### 10. Ideal software for knowledge sharing and training in companies - user friendly and effective design!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 05, 2022

**What do you like best about Whale?**

User-friendly design. Focus is on the essentials of effective knowledge-sharing / No unnecessary complicated frills.

**What do you dislike about Whale?**

We are still in the implementation phase right now. So far, no problems have arisen.

**What problems is Whale solving and how is that benefiting you?**

Whale helps us to connect our departments better, share new knowledge across the company, and shorten the onboarding time for new employees.

  ### 11. Whale has been a very helpful tool for our organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erica W. | HR Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 20, 2022

**What do you like best about Whale?**

The assignment feature and google drive integration

**What do you dislike about Whale?**

Nothing I can think of at this time, our organization loves this platform.

**What problems is Whale solving and how is that benefiting you?**

It provides one central system for all company information

  ### 12. Whale is intuitive, and encourages not only process documentation, but process use.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 22, 2022

**What do you like best about Whale?**

Whale has a straightforward interface. The Whale team is helpful and responsive.

**What do you dislike about Whale?**

In some ways, the product is still young.  There are a few features that are a little cumbersome when used on a broad scale.  However, the Whale team is interested in and responsive to my feedback.

**What problems is Whale solving and how is that benefiting you?**

We started with processes stuck in people's heads, in Word docs, in various Google drives, and on sticky notes.  We needed one "go-to" place for process.  Now, Whale is that place.

  ### 13. A very intuitive tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Roneivan R. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 28, 2022

**What do you like best about Whale?**

The browser extension feature and the possibility of seeing recomendations of procedures or documents when visiting a specific page.

**What do you dislike about Whale?**

Integration with onedrive to save files.

**What problems is Whale solving and how is that benefiting you?**

To create quick procedures and SOPs

  ### 14. Very user friendly, incredible onboarding help.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2022

**What do you like best about Whale?**

Being able to store and manage all policy and process in one place has been very helpful.  Users are able to find things quickly with the search functions and browser extension that Whale offers.

**What do you dislike about Whale?**

Currently the search function in the extension is broken.  Would love to be able to integrate more with Sharepoint or other Microsoft products, although I understand googles API allows for much more.

**What problems is Whale solving and how is that benefiting you?**

It is unifying a few platforms into one.  This creates less chaos and confusion when searching for what you need.  While this is a benefit for the admin team, this is a huge benefit for the users as well.

  ### 15. Setting us up for success!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bethany G. | Director of HR and Benefits, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 28, 2022

**What do you like best about Whale?**

It is very easy to use, who knew we could document processes so quickly?

**What do you dislike about Whale?**

I wish the templates had more resources, "best practices", that other companies might want to adopt.

**What problems is Whale solving and how is that benefiting you?**

We have not documented many internal processes, but through the EOS, we have realized we must do this in order to grow. Whale is solving this for us.

**Official Response from Lisa Steingold:**

> Dear Bethany
Thank you for the great feedback!!
Team 🐳

  ### 16. User Friendly and Scalable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julia L. | ODM, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 25, 2022

**What do you like best about Whale?**

The ease of use and flexibility within the platform.

**What do you dislike about Whale?**

Integration limitations through API but they do offer Zapier integrations as an alternative.

**What problems is Whale solving and how is that benefiting you?**

The review cycle for the cards/playbooks is imperative for a remote and growing organization. They allow us to ensure no process or documentation gets left behind.

  ### 17. An amazing tool to bring more structure and efficiency to your business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 23, 2022

**What do you like best about Whale?**

The fact you can really build out your process, but especially also how you can easily communicate these processes to other team members. This software really allows you to improve your processes, which start by having them in the first place. It helps you see what you dont see.

**What do you dislike about Whale?**

Nothing really, everything works fine for now.

**What problems is Whale solving and how is that benefiting you?**

Educating new co-workers and improve processes

  ### 18. Easy to set up

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2022

**What do you like best about Whale?**

Very easy, not overloaded. Chrome Extension

**What do you dislike about Whale?**

So far nothing, but I'm just at the beginning. Not sure, if when we quit this Tool, where our knowledge-data will go.

**What problems is Whale solving and how is that benefiting you?**

Knowledge transfer with in our company.

  ### 19. Great user experience with great customer support!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nikki B. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Whale?**

Really love the user experience and how everything is so organized and can be personalized. It's a really easy program to pick up on! I also loved the onboarding process and that we have an actual person to communicate with. Stijn has been amazing!

**What do you dislike about Whale?**

I haven't experienced anything that I have disliked so far!

**What problems is Whale solving and how is that benefiting you?**

Organizing our SOP's and making it easier to communicate the right information to everyone on the team.

**Official Response from Lisa Steingold:**

> Nikki, we love that you're loving the experience of Whale! 🤩 Here's to infinity and beyond 🚀

  ### 20. One Wiki Tool To Rule Them All

**Rating:** 5.0/5.0 stars

**Reviewed by:** Xavier C. | Business Process Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2022

**What do you like best about Whale?**

I like Whale's simple user interface and attention to things like update reminders and the ability to rename sections to match the company's lexicon. The Suggestions functionality is also SUPER powerful. Wiki tools shouldn't be that complicated — Whale delivers.

**What do you dislike about Whale?**

Two things. It would be the ability to test knowledge. It's not a deal-breaker but maybe more of a nice to have. Additionally, pricing is on the higher end compared to competitors.

**What problems is Whale solving and how is that benefiting you?**

A couple of things: New Employee On-boarding and Knowledge Management. Whale centralizes best practices and makes it easy to search, share, and update knowledge.

  ### 21. Great platform for multiple business needs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Justin L. | Sr. IT Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2022

**What do you like best about Whale?**

I love the ease of use and UI of the platform.

**What do you dislike about Whale?**

I would like to see more integrations with other platforms.

**What problems is Whale solving and how is that benefiting you?**

Whale is a platform where we can house all of our documentation in one place, and everyone can access it.

  ### 22. Everything is in it's place

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Whale?**

I like that everything is so easily searchable! The comment features are nice, too. That way, I can notify a teammate if I have any questions/comments/concerns about specific files right there.

**What do you dislike about Whale?**

Not really a criticism, but I haven't needed the dashboard landing page. I would prefer a large search bar as my "log in" zone.

**What problems is Whale solving and how is that benefiting you?**

Organizing SOPs

**Official Response from Lisa Steingold:**

> Thanks for the super feedback! 
✨ We also love having things in their place and being able to search and find them just like magic ✨

  ### 23. Tale about Whale

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2022

**What do you like best about Whale?**

I appreciate how easy it is to search through the content of your library. I also enjoy the browser extension.

**What do you dislike about Whale?**

Sometimes the search feature doesn't seem to be properly procuring the right results.

**What problems is Whale solving and how is that benefiting you?**

Adding our processes & policies into whale is helping us become more efficient & productive.

  ### 24. Easy On Boarding

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Whale?**

So far the training has been very thorough and the process to transfer our current docs over was pretty seamless. I have not had a lot of time with the product yet but after the introduction, I am excited to dive in.

**What do you dislike about Whale?**

I have not had enough time with the product yet to dislike anything.

**What problems is Whale solving and how is that benefiting you?**

It is making our onboarding process for our team much easier as they learn about our company processes. It will also help create a hub for information to help add more transparency.

**Official Response from Lisa Steingold:**

> You're going to love Whale🐳 even more once you see how easy it makes life ✨
Love your work!

  ### 25. Intuitive Process Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 13, 2022

**What do you like best about Whale?**

Easy to train staff to complete simple processes, upload videos, and direct new employees to useful information.

**What do you dislike about Whale?**

There's not a speed adjustment setting for videos.

**What problems is Whale solving and how is that benefiting you?**

Documenting operations processes that can be delegated and/or reused.

  ### 26. Great knowledge-hub

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

**What do you like best about Whale?**

The multilayered structure is great to organize information and guide people through different processes.

**What do you dislike about Whale?**

The editor could be a bit more intuitive and easier to handle.

**What problems is Whale solving and how is that benefiting you?**

It offers a structured and easy-to-navigate knowledge-hub.

  ### 27. Great process documenting tool that has helped my teams productivity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2022

**What do you like best about Whale?**

It is simple and easy to organize my processes

**What do you dislike about Whale?**

Can be a little hard to know all of the useful attributes on yourself at first

**What problems is Whale solving and how is that benefiting you?**

Helping me keep my processes organized so that my team can be more self-sufficient and productive

  ### 28. easy to learn

**Rating:** 4.5/5.0 stars

**Reviewed by:** Laura V. | Budget Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 29, 2022

**What do you like best about Whale?**

faster and different than others, and is very easy to submit all documents

**What do you dislike about Whale?**

Adapting to change is difficult for me, I'm a beginner using this tool.

**What problems is Whale solving and how is that benefiting you?**

saving time and cost on some processes, ordering all the manuals and procedures for my area.

**Official Response from Lisa Steingold:**

> Thanks for your review Laura! Yes, change is a challenge for all of us!
Practice makes perfect so keep going and thanks again for sharing your experience!

  ### 29. Simple and Easy to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2022

**What do you like best about Whale?**

I like the simple UI. Very easy to get started with the app.

**What do you dislike about Whale?**

Aesthetically, the app icons don't really help me know what each icon corresponds to. The icons are vague.

**Recommendations to others considering Whale:**

Want a good, simple system that delivers, choose Whale!

**What problems is Whale solving and how is that benefiting you?**

Getting all the knowledge in our brain onto a system.  It has helped us think-through our processes and how to improve.

**Official Response from Lisa Steingold:**

> Thanks for your review! Just to let you know we're working on the icon updates as we speak 🤓

Have a whale-y fabulous week!

  ### 30. easy to use, great customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 21, 2022

**What do you like best about Whale?**

Whale is extremely easy to implement through the Board/Playbook/Card system.
We see limitations with the layout as an advantage to focus on content quality.
I also appreciate the on-the-job training permitted by linking training cards to specific web pages.

**What do you dislike about Whale?**

Whale could use an embedded Quiz option to confirm each training has been efficient.

**Recommendations to others considering Whale:**

have your backbone ready before implementation!

**What problems is Whale solving and how is that benefiting you?**

We are solving the issue of onboarding/training our employees over time. By centralizing all training materials, we allow experts to refer to a single place to find all kinds of resources.
We are helping our coaches train new employees more efficiently.

  ### 31. Excellent and modern tool, our clients love this

**Rating:** 5.0/5.0 stars

**Reviewed by:** Xinrun Z. | Project Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2021

**What do you like best about Whale?**

User interface. This is probably one of the best-looking process and training tools out there in terms of simplicity and designability. Most recent updates enable the users to craft a custom-looking site that fits into the company brand. Other tools have this ability, but in my experience, Whale brings a whole level of ease of interaction and looks.

**What do you dislike about Whale?**

We have received feedback from our clients using whale that it may take a second to sync across all platforms, this may be due to our client's own internet speed, or it may be on the backend for Whale. Our team did not have that issue, it may have been a one-off situation. 
There are some features that would greatly help our clients and us that whale does not currently offer. But every business will have its own specialized use for the platform, and it is understandable that Whale may not provide everything we need. They are working on updates every week, which is a good sign because they are constantly pushing out new features.

**Recommendations to others considering Whale:**

This tool is great for SOP or training. The platform interface is very friendly, and anybody can quickly navigate through it. The real value comes in the plug-in, something that I have not seen other software include. The plug-in helps people quickly find the information relevant to the website they are on, which reduces the time the team has to spend searching for it.

**What problems is Whale solving and how is that benefiting you?**

Using a new technology app or tool is very intimidating for people, especially those who are less proficient in this domain. When we looked at software and decided on Whale, the key features were accessible of use and design. Anybody without a coding background or degree can figure out how to get the most basic use out of Whale. Our clients are very wary of new technology, and not using the software they are paying for is perhaps the worst offender. However, they seem to get along very well with Whale and did not have any complaints about the platform. They have all praised Whale for how easy it is to use.

  ### 32. Whale has been awesome for my company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 05, 2022

**What do you like best about Whale?**

Whale's ease of use and format are outstanding. We were able to quickly and easily document all our standard operating procedures.

**What do you dislike about Whale?**

Nothing to dislike so far, product has been great.

**Recommendations to others considering Whale:**

This product made a huge difference for us when it comes to easily accessing critical documentation.

**What problems is Whale solving and how is that benefiting you?**

We were able to retire our old 'file and folder' documentation format in favor of Whale's more user friendly, organized, and searchable format.

  ### 33. Whale Rocks!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark B. | Corporate Vice-President, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 20, 2021

**What do you like best about Whale?**

Gary Vanbutsele is a terrific trainer and has led our company effortlessly through onboarding and migration.

**What do you dislike about Whale?**

Nothing. This is going to be fantastic in building one shared location of truth for all things process.

**Recommendations to others considering Whale:**

Don't wait. Get the Whale team activated for you now!

**What problems is Whale solving and how is that benefiting you?**

Process known, shared and used by all. Consolidating a place for all of our processes to live. This is the last key component we need to master in EOS.

  ### 34. From a de-centralized mess, to an efficient colaborative workflow!!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Don G. | Cyber Security consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 27, 2021

**What do you like best about Whale?**

It tackles the problem of inter-departmental silos and aids in sharing information across different roles and different departments. Information that is readily available for one department but sometimes difficult to obtain yet extremely valuable for another department. Aside from that, it enriches the toolset that's already present in our organization and integrates well with our document sharing solutions, so we don't need to "rip and replace" but can use whale as a catalyst to get more value out of our other tools (i.e., google drive, etc.)

**What do you dislike about Whale?**

We would like to see more integrations become available. However, the whale guys are very readily available for feedback, and I feel this issue is being resolved.

**What problems is Whale solving and how is that benefiting you?**

So the problem we had is that a lot of time - work hours/billable hours - was being wasted chasing internal information that an outside client would assume is known by everyone in the company. Whale allows for a quicker and more understandable way to share this information across departments, resulting in less time being wasted chasing information and more time becoming available to service our clients.

  ### 35. Finally a tool you can use WITHIN your tools

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sabrine Z. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2021

**What do you like best about Whale?**

It's so easy to use Whale while I'm working and without even leaving my tools. I own an online platform, and it's easy to surface the knowledge I need when I need it.

**What do you dislike about Whale?**

I honestly do not have any dislikes. It works perfectly for me.

**What problems is Whale solving and how is that benefiting you?**

I work with several people, but it's so exhausting to explain everything more than once. With Whale, I just put the input in the tool and tag the right persons. They get a notification AND they can see the information when they need it.
So it solves a lot of time issues.

  ### 36. Easy to use platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adi K. | Process consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2021

**What do you like best about Whale?**

I like how it is structured. It is very intuitive and easy to understand and use.

**What do you dislike about Whale?**

There is not a lot that I dislike. Perhaps that you need to save a page as opposed to automatically saving.

**What problems is Whale solving and how is that benefiting you?**

Whale allows me to solve the problem of standard documentation and easy accessibility. It also helps with uniform formatting. I love the fact that I can include videos and screenshots to help with the documentation.

  ### 37. Best in class Training and Onboarding tool - LOVE IT

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sylvie N. | Administratief medewerker, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2021

**What do you like best about Whale?**

This is by far the easiest way to give employees the knowledge they need. The easy way to create, consume and undertake knowledge with the interactive features was a big winner. A user-friendly way to create a clear learning pathway is provided to the learners.

**What do you dislike about Whale?**

I haven't found anything that I genuinely dislike.

**What problems is Whale solving and how is that benefiting you?**

Our primary purpose for finding a training and onboarding solution was to train employees and newcomers on the process aspects of our software stack. The way Whale provides bitesize content in the browser is for sure best in class.

  ### 38. Innovative efficient solution!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2021

**What do you like best about Whale?**

Whale offers a simplified digital solution for many processes which previously required lengthy and time consuming documentation. It makes documenting much easier and much more fun!
Whale is very self-explanatory and straightforward to use, and friendly and quick support is offered as needed. It allows for accessing the latest most up-to-date documents at any time, which is a great advantage.

**What do you dislike about Whale?**

It takes some time to fully adapt and integrate to our internal workfow but as said, the support is great and the team helps out to find the best solution for all. The Whale team offers solutions in order to optimize use of Whale in daily practice.

**What problems is Whale solving and how is that benefiting you?**

It is a great advantage to have all up-to-date information stored in a centralized place plus being accessible at any time. Whale definitely made processes less time consuming and eventually more cost-efficient.

  ### 39. Makes process fun and simple

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 26, 2021

**What do you like best about Whale?**

The most helpful aspect of Whale is the automations. When Whale sees you're working on a particular project or in a specific area, it reminds you of the processes you should keep top of mind. It makes it simple for everyone to follow the same processes, every time.

**What do you dislike about Whale?**

The cards can take a little while to put together.

**What problems is Whale solving and how is that benefiting you?**

Whale enables us to keep all of our SOPs in one place—meaning only one place to update every process! We always have the most recent version of the SOP available when we need it. It keeps us on the same page day in, day out.

  ### 40. Best way to document technical processes and make onboarding easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sam K. | Freelance, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 13, 2021

**What do you like best about Whale?**

Ease of use and the chrome plugin makes life so much easier, and everything is within the chrome plugin without needing to switch tabs all the time.
The demo they showcased to me also made it clear how the tool can be used to its full potential.

**What do you dislike about Whale?**

The time it takes to document all of your processes.

**What problems is Whale solving and how is that benefiting you?**

They are making complex processes easier to transfer to new teammates. The transfer of knowledge has been a lot easier with whale.

  ### 41. All your  documents and processes in one tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sylvia V. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2021

**What do you like best about Whale?**

It`s easy to search or navigate to the documents I need.
The Chrome plugin makes it easier to onboard new employees onto my e-commerce platform with automated suggestions that show them the correct documentation on using the platform.

**What do you dislike about Whale?**

It takes a lot of effort to document everything.

**What problems is Whale solving and how is that benefiting you?**

Onboarding new employees get more manageable. Everything got centralized in one tool.

  ### 42. Finally a one in all platform to document

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ines V. | CEO / Owner / Founder / ...

**Reviewed Date:** April 16, 2021

**What do you like best about Whale?**

One place to find everything. Otherwise, all of my knowledge of the company was scattered across tools, platforms or my mind. I don't lose any more time finding things I already figured out before.

**What do you dislike about Whale?**

My native language is Dutch and the platform is entirely English-based. Not the most significant issue, but if I have to find something.

**What problems is Whale solving and how is that benefiting you?**

I don't have to search all the tools in the world, to find my processes or knowledge. I need to figure out problems or issues once and I can clearly document them.

  ### 43. The easiest way for my team to find the right knowledge they need

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2021

**What do you like best about Whale?**

I've used several tools to document internal processes and knowledge. But most of the time what I got from the team was that they couldn't find the information they needed or they just didn't have the time to search. Whale's web plug-in totally solved the problem for us.

**What do you dislike about Whale?**

In general I really like the tool. Would be even better to have more templates that we can choose from.

**What problems is Whale solving and how is that benefiting you?**

Once I set up the automations, my team will get notifications of knowledge based on what they are doing now. For example, I can push knowledge when my team is using Gmail or Hubspot. So my team stopped asking me the same questions over and over again!

  ### 44. Whale has been instrumental in growing our business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2020

**What do you like best about Whale?**

Whale helps us onboard new hires faster and makes sure our teams have easy access to our company knowledge in their moment of need. The Whale browser plugin is by far my favorite tool. It allows us to contextually suggest knowledge in our existing toolset (Hubspot, Asana,  Gmail, ..). And because the knowledge is overlayed in the apps themselves we don't need to switch tabs anymore and lose focus on what we are doing. Finally, the insights really help us understand what processes work and where we still have room for improvement. To summarize Whale has helped us scale our business much faster by having a central training and knowledge platform for all of our process, SOP's and company knowledge

**What do you dislike about Whale?**

At the moment I haven't really found any.

**Recommendations to others considering Whale:**

Whale"s true power lies in delivering knowledge and training where and when your teams need it the most.

**What problems is Whale solving and how is that benefiting you?**

Whale helps u do several things. The biggest win for us was the ability to train and onboard new hires much faster and make sure they truly understand their new role in the business. Additionally, our Subject Matter Experts are finally freed from having to answer the same question over and over again because everything is documented in Whale

  ### 45. Everything in one location

**Rating:** 5.0/5.0 stars

**Reviewed by:** Koen L. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2021

**What do you like best about Whale?**

The fact all departments can find how things are done accross other departments and collaborate efficiently

**What do you dislike about Whale?**

Setting up the structure is a challenge at first

**Recommendations to others considering Whale:**

Start small and build your team step by step

**What problems is Whale solving and how is that benefiting you?**

Educating our colleagues in a fast and efficient way.

  ### 46. Accountantsburo Lauwers

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sophie D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2020

**What do you like best about Whale?**

Database for standard templates are collected on one place. It's a start to improve the efficiency between our three departments, located in three different cities.  We don't lose time anymore to search certain standard mails or templates, we find it directly in Whale, what is a huge time saving.  New colleagues can find in a wip important informations on our internal procedures.

**What do you dislike about Whale?**

It takes time to put all this information in Whale.  The start of Whale can be intensive for the writers of Whale.

**What problems is Whale solving and how is that benefiting you?**

We don't lose anymore time to search standard text, mails or templates we need on regular base. 
Our colleagues know that everything is imputted in whale, so that's their first step on researching informations on a specific problem.

  ### 47. Perfect software to build digital manuals for my team.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2021

**What do you like best about Whale?**

The interface is very intuitive. I also really like the way I am able to structure our content in the platform. Comparing with other tools, it's very easy for my team to find the content they want in Whale.

**What do you dislike about Whale?**

Not dislike, but I think would be fantastic if assignments can be assigned automatically so I can onboard my employees faster

**What problems is Whale solving and how is that benefiting you?**

I use Whale to centralise our internal knowledge and operations manuals. It's very easy to onboard and train my team with this software.

  ### 48. Whale changed the way we run our business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2020

**What do you like best about Whale?**

Google Chrome plugin makes it possible to get access to all the knowledge and information from within the tools we're working with.

**What do you dislike about Whale?**

The biggest painpoint for me was learning how to document our processes from within a blank account. Content, templates, best practices etc. would be a nice add-on, but the Whale team told me they're working on that part!

**What problems is Whale solving and how is that benefiting you?**

Problems:
- proces documentation in a Google Doc
- lang onboarding time for new employees
- to much shoulder tapping and distraction from questions from the team

Benefits:
- no shoulder tapping anymore and thus time created to work on my business
- employees is faster billable


## Whale Discussions
  - [What is Whale used for?](https://www.g2.com/discussions/what-is-whale-used-for) - 1 comment

- [View Whale pricing details and edition comparison](https://www.g2.com/products/whale/reviews?page=4&section=pricing&secure%5Bexpires_at%5D=2026-07-16+11%3A37%3A48+-0500&secure%5Bsession_id%5D=4ba789cb-6d79-4bbd-9651-e8a4af107931&secure%5Btoken%5D=a354d10eca4ec72a1b2066358a17797bd337dbcb833ec48592fe054885aabea1&format=llm_user)
## Whale Integrations
  - [Asana](https://www.g2.com/products/asana/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Circle](https://www.g2.com/products/circle-so-circle/reviews)
  - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews)
  - [Paycor](https://www.g2.com/products/paycor/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Systemize](https://www.g2.com/products/systemize/reviews)

## Whale Features
**Training & eLearning**
- Content Delivery and Tracking
- Customer Training
- Manager Portals
- Content Storage and Management

**Task Tracking**
- Activity Feed
- Task Schedules
- Comments

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Summarization

**Agentic AI - Onboarding**
- Autonomous Task Execution
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform Content**
- Forms Library
- E-Forms
- E-Signature
- Background Checks
- Offer Letter Approvals
- Offer Letter Templates

**Knowledge Base**
- Q & A
- Link Sharing
- Searchable

**Checklist Options**
- Templates
- Native Forms
- Downloadable Manuals

**Platform Additional Functionality**
- Self-Service Portal
- Automated Team Introductions
- Compliance Training
- Automated Onboarding Workflows
- Onboarding Notifications

**Security**
- Verification
- Role-Based Permission

**Software Availability**
- Integrations
- Permissions
- Mobile Application
- Desktop Application

**Platform Data**
- Time-to-Productivity Reporting
- Onboarding Process Reporting
- Visualization

**Content**
- Trackable Analytics
- Import
- File Viewing
- Update Notifications

**Platform**
- Customization 
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Dashboards

**Communication**
- Social Features
- Tagging 
- Upload 
- Comments

**Recruiting and Onboarding**
- Interview Scheduling
- Onboarding

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