Whale

Whale

5.0 out of 5 stars
+
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About

CheckFlow turns standard operating procedures into checklists people actually work through. Write the SOP once as a template, with the instructions inside each step, then run it by hand, from a link or on a schedule. Each step goes to its owner with a due date; halts stop later steps until a check or sign-off is done; conditional logic shows only the steps that apply. Every run records who did what and when, and every save of the template is a numbered version, so completed checklists show the procedure as it was followed. Written procedures and files live beside the templates in a Library with folder permissions. Plans start at $10 per user per month, guests are free, and there is a 14-day free trial with no credit card. A free AI SOP generator drafts a first version without an account.

About

Whale is the #1 rated SOP Software. Whale centralizes all of your standard operating procedures, policies, and tribal knowledge so you can better onboard, train, and grow your teams. Save your team several hours a week by delivering knowledge in their moment of need with our web application, chrome extension, slack bot, and more. 100+ templates and a powerful editor make it easy to get knowledge out of your experts' heads and into a simple and visually attractive hub. Grow your team more quickly by making the knowledge they need flow automatically with assignments, flows, and suggestions. Expert reviews, knowledge gap insights, and reporting dashboards help you understand what's working and what's not. With the Whale browser extension, you can connect Whale to all of your favorite applications to surface relevant content in your team's tools, websites, and portals. The extension works with every web-based app.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies interested in a solution to create and manage their processes using powerful checklists

Audience

Small and Medium-Sized Businesses

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10/month/user
Business Plan - $10/month/user
Enterprise Plan - $18/month/user

Prices are based in USD but can be paid in many local currencies.
Free Version Not Supported
Free Trial Supported

Pricing

$0 per month
Professional
Secure knowledge sharing for super effective teams
* All features
* Unlimited boards
* Unlimited playbooks
* Unlimited Cards
* Auto-suggest
* Google Drive integration
* One Drive integration
* Browser extension

Enterprise
Ultimate knowledge control and flexibility that scales
*Personal success coach
*Custom integration
*Fitted to your needs
*Customer service priority
*Onboarding Workshops
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The main Pro is by far the way I can search and proactively get knowledge and training in my browser tab, without even leaving my tool where I'm working in. I didn't come across any tool that does that.

Cons

  • In our company we already had a lot of training material, It's not starting over, but it takes some time. But the ROI is already higher.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CheckFlow
Founded: 2019
United KIngdom
checkflow.io

Company Information

Whale
Founded: 2018
Belgium
www.usewhale.io

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Categories

Categories

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Not Supported
Process Modeling & Design Supported
Visual Workflow Management Not Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Supported
Electronic Signature Not Supported
Employee Handbook Not Supported
Employee Portal Not Supported
File Management Not Supported
Job Description Management Supported
Orientation Management Supported
Self Service Portal Supported
Task Management Supported
Tax Forms Not Supported
Training Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Onboarding Features

Course Management Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Not Supported
Electronic Signature Not Supported
Employee Handbook Supported
Employee Portal Supported
File Management Supported
Job Description Management Supported
Orientation Management Supported
Self Service Portal Not Supported
Task Management Supported
Tax Forms Not Supported
Training Management Supported

Knowledge Management Features

Artificial Intelligence (AI) Not Supported
Cataloging / Categorization Supported
Collaboration Supported
Content Management Supported
Decision Tree Not Supported
Discussion Boards Supported
Full Text Search Supported
Knowledge Base Management Supported
Self Service Portal Not Supported

Integrations

QuickBooks Online Supported
Zapier Supported
ActiveCampaign Not Supported
Asana Not Supported
Basecamp Not Supported
ClickUp Not Supported
Constant Contact Lead Gen & CRM Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft 365 Not Supported
Model Context Protocol (MCP) Not Supported
Pipedrive Not Supported
QuickBooks Online Advanced Supported
Salesforce Not Supported
Slack Not Supported
Stackreaction Not Supported
Trello Not Supported
Wrike Not Supported
Xero Not Supported
monday AI work platform Not Supported

Integrations

QuickBooks Online Supported
Zapier Supported
ActiveCampaign Supported
Asana Supported
Basecamp Supported
ClickUp Supported
Constant Contact Lead Gen & CRM Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft 365 Supported
Model Context Protocol (MCP) Supported
Pipedrive Supported
QuickBooks Online Advanced Not Supported
Salesforce Supported
Slack Supported
Stackreaction Supported
Trello Supported
Wrike Supported
Xero Supported
monday AI work platform Supported
Claim CheckFlow and update features and information
Claim CheckFlow and update features and information
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