--- title: "Whale Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Whale Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more." source_url: "https://www.capterra.com/p/208347/Whale/" page_type: "product" language: "en" --- # Whale Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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? [Onboarding](https://www.capterra.com/onboarding-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)[Knowledge Management](https://www.capterra.com/knowledge-management-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10 Per User, Per Month Free trial not available Includes Free Version 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 3.7 (6) VS. [4.6 (6,079)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $10 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (6) Ease Of Use 4.5 (12,227) Value For Money 3.5 (6) Value For Money 4.3 (8,789) Customer Service 3.7 (6) Customer Service 4.4 (7,886) ## Whale alternatives Highest Rated [4.7 (652)](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 (598)](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 [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,627)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) [Trello](https://www.capterra.com/p/211559/Trello/) [4.5 (23,581)](https://www.capterra.com/p/211559/Trello/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/211559/Trello/) [View all alternatives](https://www.capterra.com/p/208347/Whale/alternatives/) ## FAQs about Whale Overview ### What company size and specific industries is Whale built for? Whale is designed for SMBs that need a knowledge-sharing and training platform to systemize and scale their operations. It fits businesses that use process-based frameworks such as EOS or Six Sigma, making it suitable for companies focused on repeatable training and structured internal processes across many industries. Features and Usability ### What are the key features of Whale? Whale offers knowledge management and training tools such as content libraries, course authoring, learning paths, quizzes, and certifications. It also includes employee onboarding, policy creation, document management, workflow automation, access controls, analytics, and mobile access for managing training, compliance, and internal documentation. Pricing ### How much does it cost and what fees or limitations are included? Whale starts at $10 per user per month on the Scale plan for growing companies, and it also offers a free version. The Enterprise plan is $1200 per month flat rate for larger organizations. Scale includes AI Assist, Auto Translate, and training tools, while Enterprise adds API access and migration services. Integrations ### Which third-party tools and platforms does Whale integrate with? Whale integrates with 10 third-party tools and platforms, including communication and productivity apps such as Microsoft Teams, Slack, Google Drive, OneDrive, and Zapier, plus browsers and browser-based tools like Google Chrome, Microsoft Edge, Firefox, Chromium, and ChatGPT. Getting Started and Support ### What training and onboarding options does Whale offer? Whale provides in person training, live online sessions, webinars, documentation, and videos. In person training and live online sessions support guided instruction, webinars can cover group learning topics, documentation offers written reference material, and videos provide self-paced visual guidance for teams getting started. Getting Started and Support ### What customer support options does Whale offer? Whale offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support quality is available, so the support experience cannot be characterized beyond the listed channels. ## Features AI summary Based on 3,575 Business Process Management reviews Capterra data shows that buyers of Business Process Management software rank the following features as their top priorities: - **Workflow Management** (**51%** of reviewers rated this feature as critical) - **Task Management** (**43%**) - **Business Process Automation** (**46%**) Whale supports all three of the features reviewers value most: **Workflow Management**, **Task Management**, and **Business Process Automation**. Together, these capabilities help businesses map and manage processes, assign and track work clearly, and automate repeatable steps, allowing teams to improve consistency, reduce manual effort, and keep operations moving efficiently. Workflow Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 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 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems 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 Reporting & Statistics 2.7 (3) 33.33% of 3 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 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 Whale 135 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assessment Management: Creation, administration, and evaluation of assessments or tests - Assignment Management: Assign issues and tasks based on availability or required skills - Asynchronous Learning: Supports flexible learning at different times (i.e., learners can access course materials at their own pace) - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bite-Sized Learning: Learning content offered in small, focused chunks covering a single skill or topic. - Blended Learning: Supports learning paths that combine in-person classes with online/virtual courses - Built-in Course Authoring: Tools that allow users to create and publish courses and course material/content - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Certificates: Create and distribute custom certificates for achievements or assessments. - Certification Tracking: Maintain personal certifications/qualifications - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Content Creation: The ability to create unique content - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Content Sharing: Digitally share pre-made materials and self-created content with others - Corporate/Business: Software specialized for corporate use - Course Authoring: Developing custom training courses for educating employees or for teachers to create courses for their students - Course Management: Create, organize, and assign courses to users - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Decision Support: Tools that provide relevant information at specific times to support judgments and courses of action - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drag & Drop Editor: Editing tool that allows users to drag and drop images, icons, widgets, or other components - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Engagement: Tools to improve and measure employee satisfaction and involvement - Employee Handbook: Create and share a new employee handbook with helpful information - Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities - Employee Portal: Online portal where employees can access and track their own information - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Gamification: Games or game-like elements to track progress and reward accomplishments - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Interactive Content: Allow the audience to interact or engage with the content - Job Description Management: Create, share, and manage the distribution of job descriptions/duties - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Learner Portal: Students can access materials and communicate with instructors via their online student profile - Learning Management: Organize and track educational activities - Learning Paths/Tracks: Designing course materials to be completed in a sequential order for personalized learning purposes - Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance - Microlearning: Distribute training content in bite-size pieces that can be consumed in short periods of time - Mobile Access: Access software remotely via mobile devices - Mobile Interface: A way of interacting with a mobile application using items such as windows, icons, and menus - Mobile Learning: Access for students to complete learning materials on mobile platforms - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Language: Manage and support multiple languages - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Peer Learning: Students can learn from one another through creation and sharing of their own learning content such as flashcards. - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Policy Creation: Create new policies or alter existing policies - Policy Library: A repository of all past and existing policies - Policy Metadata Management: Group policies by type for easy classification and discovery - Policy Training: Train and educate employees on existing and/or new procedures and policies - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Prioritization: Arrange tasks based on the level of priority or urgency - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Quizzes: Brief assessments used to measure knowledge and skills - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Rewards Management: Strategize and implement rewards for returning customers, employees and other members - Rich Text Editor: Input different types of content and edit text formats, fonts, font sizes, and colors - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Self-paced Learning: Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge - Single Sign On: Allow users to access multiple services after entering their login credentials once - Skills Assessment: Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks - Skills Tracking: Track employee skills, competencies, training & qualifications - Social Learning: Create tools to promote social interaction and learning between students/trainees and instructors/trainers - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Synchronous Learning: Real-time, interactive learning experiences where participants engage in learning activities simultaneously - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Tests/Assessments: Create tools to measure student retention of learning material and lessons - Text Editing: Edit text as needed - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Administration: Back-office tasks (i.e. schedule courses, organize resources, course registrations, and email reminders) - Training Companies: Software designed for companies who offer training programs to clients - Training Management: Track employee/learner's progression through training programs - Training Record Management: Create, store, and manage records of employee training, acknowledging understanding of processes, regulations, or safety standards - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - User Onboarding: Guide new users to understand and become proficient in using a product or service - Version Control: Track revisions and updates made to files and navigate between different versions - Video Content: Supports video files - Video Management: Store and manage online video content - Video Support: Supports various video file formats - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Notifications: Set-up notifications and alerts for web browsers and apps. - Website Integration: Seamlessly integrates with 3rd party websites - Wiki: An informational database that allows users to add, delete, or revise content - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: 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 3.7 (6) 3.7 Based on 6 reviews ## Pricing Value for money 3.5 (6) 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 3.5 (6) 3.5 Based on 6 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 3.7 (6) 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 3.7 (6) 3.7 Based on 6 reviews ## User reviews Overall rating 3.7 Based on 6 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(2) Mentioned topic Sorted by most recent BH BJ H. Director of I.T. Medical Devices ### "Trial sold us one product. We paid for another." 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 13, 2026 Within one week of paid activation, our workspace had exhausted the entire monthly allocation of 25 AI "tokens". The features that drove the purchase became unusable. We requested a refund within 14 days. Whale refused, citing a no-refund policy in their Terms & Conditions. A policy that does not exist in the document at the time of this review. Open usewhale.io/terms-and-conditions/ and search for the word "refund." It isn't there. Future buyers beware: our entire organization feels this was bait and switch, hook line and sinker. The product is great when you have AI tokens to spend. You won't, for long. Once they take your money, you aren't getting it back. Customer service is non-helpful in these disputes and will tell you to go pound sand. Scroll down to \[sensitive content hidden\] O.'s 1-star review from June 2024 and read Whale's reply. Same playbook, two years apart. Pros The screen recorder and content organization are well-built. The product itself is competent for SOP documentation if you don't need the AI features. The team that built it clearly understands the space. Cons The bait-and-switch on AI features. During the free trial, our team used the AI features (video-to-SOP, text extraction, quiz generation) freely, liked what the product offered and signed up for annual subscription. Within one week of paid activation, our workspace had burned through the entire monthly 25-token allocation. The features that sold us the product became unusable on the plan we bought. That gap between the trial experience and the paid product is the core problem, and it caught us completely off guard. Alternatives considered [Scribe](https://www.capterra.com/p/252555/Scribe/) [Tango](https://www.capterra.com/p/191326/Facilities-Maintenance/) Reasons for choosing Whale Ease of use. Wished we didn't make the mistake and will be switching to Scribe or Tango. 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 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## 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)