# Whale Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Whale Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more. Source: https://www.capterra.com/p/208347/Whale --- # Whale Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Whale ## What is Whale? Whale is AI-powered software for documenting processes and training employees. It helps companies systemize and scale companies by aligning employees with procedures and processes, while also boosting compliance with policies and regulations. Save your team several hours a week, and even thousands a year, by delivering knowledge in their moment of need with our web application, chrome extension, slack bot, and more. ## What is Whale used for? [Business Process Management](https://www.capterra.com/business-process-management-software/)[Onboarding](https://www.capterra.com/onboarding-software/)[Productivity](https://www.capterra.com/productivity-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Whale?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.usewhale.io&name=Whale) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Whale 4.2 (5) VS. [4.5 (13,557)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting Price $10 Per User, Per Month Starting Price $10.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (5) Ease Of Use 4.4 (12,157) Value For Money 4.0 (5) Value For Money 4.4 (8,728) Customer Service 4.2 (5) Customer Service 4.3 (7,826) ## Whale alternatives [4.4 (15,345)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.6 (5,945)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.7 (650)](https://www.capterra.com/p/135004/Process-Street/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (596)](https://www.capterra.com/p/132935/TalentLMS/reviews/) Starting price $149.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/208347/Whale/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Customizable Templates 3.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Compliance Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Customizable Fields 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Reporting & Statistics 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Task Management 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Access Controls/Permissions 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Whale 134 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Creation, administration, and evaluation of assessments or tests Assign issues and tasks based on availability or required skills Supports flexible learning at different times (i.e., learners can access course materials at their own pace) Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Learning content offered in small, focused chunks covering a single skill or topic. Supports learning paths that combine in-person classes with online/virtual courses Tools that allow users to create and publish courses and course material/content Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Create and manage digital catalog of products/services with their details, specifications, and price Create and distribute custom certificates for achievements or assessments. Maintain personal certifications/qualifications Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Manage, organize, and store contact information The ability to create unique content Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Digitally share pre-made materials and self-created content with others Software specialized for corporate use Developing custom training courses for educating employees or for teachers to create courses for their students Create, organize, and assign courses to users Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Tools that provide relevant information at specific times to support judgments and courses of action Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Editing tool that allows users to drag and drop images, icons, widgets, or other components Receive and/or send email notifications for urgent updates, requests, or other information Electronic storage of staff/employee contact information and job status in a centralized repository Tools to improve and measure employee satisfaction and involvement Create and share a new employee handbook with helpful information Process of familiarizing new employees with the company, their position, and responsibilities Online portal where employees can access and track their own information Tracks metrics that provide insight into how a user interacts with any interface or product Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Public or private sharing of digital files such as documents, audio/video, images, and more Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Games or game-like elements to track progress and reward accomplishments Automates core HR functions such as talent management, employee evaluation and learning management Allow the audience to interact or engage with the content Create, share, and manage the distribution of job descriptions/duties Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Students can access materials and communicate with instructors via their online student profile Organize and track educational activities Designing course materials to be completed in a sequential order for personalized learning purposes Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Distribute training content in bite-size pieces that can be consumed in short periods of time Access software remotely via mobile devices A way of interacting with a mobile application using items such as windows, icons, and menus Access for students to complete learning materials on mobile platforms Observe and track the demand, usage, progress or quality of a system, product, or user Manage and support multiple languages Drag and drop/visual interfaces that allow non-tech users to build without writing code Students can learn from one another through creation and sharing of their own learning content such as flashcards. Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Create new policies or alter existing policies A repository of all past and existing policies Group policies by type for easy classification and discovery Train and educate employees on existing and/or new procedures and policies Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Arrange tasks based on the level of priority or urgency Visually identify, define, and map all details and relationships surrounding business process models and elements Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Brief assessments used to measure knowledge and skills Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Strategize and implement rewards for returning customers, employees and other members Input different types of content and edit text formats, fonts, font sizes, and colors Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge Allow users to access multiple services after entering their login credentials once Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Track employee skills, competencies, training & qualifications Create tools to promote social interaction and learning between students/trainees and instructors/trainers Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Gauge satisfaction and receive information for improvement and success Real-time, interactive learning experiences where participants engage in learning activities simultaneously Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Allow multiple team members to edit and work on the same document Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Create tools to measure student retention of learning material and lessons Edit text as needed Set up connections to third-party platforms to improve business processes Back-office tasks (i.e. schedule courses, organize resources, course registrations, and email reminders) Software designed for companies who offer training programs to clients Track employee/learner's progression through training programs Create, store, and manage records of employee training, acknowledging understanding of processes, regulations, or safety standards Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Guide new users to understand and become proficient in using a product or service Track revisions and updates made to files and navigate between different versions Supports video files Store and manage online video content Supports various video file formats Interact with data visualization elements, such as charts and graphs, to drill down into data Set-up notifications and alerts for web browsers and apps. Seamlessly integrates with 3rd party websites An informational database that allows users to add, delete, or revise content Create, design and manage workflows for repetitive tasks What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Get Advice We can help you find the software with the features you need. Features 4.0 (5) 4.0 Based on 5 reviews ## Pricing Value for money 4.0 (5) Free Version Scale $10.00 Per User,Per Month It includes: - Content Creation Tools - AI Assist to generate procedures - Google Drive & OneDrive Integrations - Browser Extension - Unlimited Boards - Branded Workspace with your logo & colours - Groups & Permissions - Content Tags - Version History - Training Flows - AI Quizzes - Contextual Suggestions - Auto Translate - QR Codes Enterprise $1,200 Flat Rate,Per Month It includes: - Content Creation Tools - AI Assist to generate procedures - Google Drive & OneDrive Integrations - Browser Extension - Unlimited Boards - Branded Workspace with your logo & colours - Groups & Permissions - Content Tags - Version History - Training Flows - AI Quizzes - Contextual Suggestions - Auto Translate - QR Codes - HRIS Integrations - SCIM - API Access - Unlimited Workspaces - Content Migration Services Value for money 4.0 (5) 4.0 Based on 5 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Google Chrome](https://www.capterra.com/p/228985/Chrome/)[ Microsoft Edge](https://www.capterra.com/p/229037/Microsoft-Edge/)[ Firefox](https://www.capterra.com/p/228987/Firefox/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (5) 4.2 Based on 5 reviews ## User reviews Overall rating 4.2 Based on 5 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent AD Aaron D. Tech Speclialist Non-Profit Organization Management ### "Best UI and engagement features in the process/SOP space." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 16, 2025 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 [SweetProcess](https://www.capterra.com/p/188134/SweetProcess/) [Trainual](https://www.capterra.com/p/175749/Trainual/) Reasons for choosing Whale Product seemed very modern and ahead of it's time. UI was incredibly clean and simple to navigate which meant less time training users. They had a good Non-Profit discount as well. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR Javeir R. CEO Hospital & Health Care ### ""simple, engaging and effective"" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 24, 2025 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AD Ankaj D. Digital Marketing Expert Information Technology and Services ### "The most user friendly training solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 10, 2024 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RO Ruben O. President Construction ### "Very unsatisfied" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 18, 2024 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 16, 2025 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 SL Sven L. Business Process Manager Information Technology and Services ### "Easy and simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 2, 2020 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) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Trainual vs Whale](https://www.capterra.com/compare/175749-208347/Trainual-vs-Whale)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)