In the realm of process documentation and team training, choosing the right tool is crucial for efficiency and success. Whale and Process Street are two prominent platforms designed to streamline these tasks.
Whale emerges as the smarter choice due to its powerful checklists feature and content creation tools, AI-driven documentation and search, intuitive knowledge base, and responsive customer support. Whale is an all-encompassing solution for comprehensive process documentation and training.
| If you need to… | Choose |
|---|---|
| Run recurring checklist workflows with conditional logic | Process Street |
| Build a searchable SOP and process knowledge base | Whale |
| Train and test employees with quizzes and tracking | Whale |
| Automate approvals and task handoffs | Process Street |
| Document processes fast with screen and step recording | Whale |
| Onboard new hires with role-based training | Whale |
| Metric | Whale | Process Street |
|---|---|---|
| Star Rating | 4.8/5 (203 reviews) | 4.6/5 (463 reviews) |
| Ease of Use | 9.6 | 8.8 |
| Ease of Setup | 9.6 | 8.7 |
| Ease of Admin | 9.5 | 8.8 |
| Quality of Support | 9.7 | 9.1 |
| Good Partner in Business | 9.8 | 9.2 |
| Product Direction | 9.7 | 8.7 |
Source: G2, 2026.
Whale is a robust platform designed for seamless process documentation and team training. Key features include powerful checklists and documentation creation tools, AI-driven insights, detailed analytics, and extensive integration capabilities. Whale’s standout feature is its intuitive knowledge base system, enabling quick access to documented processes and training materials.
Process Street focuses on creating checklists and workflows for various business processes. It offers templates, checklist generation, and simple task management. While effective for basic process management, it lacks advanced content creation tools and AI-driven features that Whale provides.
Whale scores high on ease of use with an intuitive interface that simplifies content creation and management. According to G2 reviews, users appreciate the minimal learning curve and efficient navigation.
Process Street also ranks well for ease of use but has a steeper learning curve due to its checklist-oriented interface. Users on G2 mention the initial complexity can be challenging for new users.
Whale offers exceptional customer support with a responsive team available through multiple channels. Users on G2 frequently praise the timely and helpful assistance provided by Whale’s support team. Whale also provides Coaching & Training services, and a Migration service.
Process Street provides solid customer support, but user reviews indicate occasional delays in response times. The support team is helpful, but not as consistently praised as Whale’s support.
Free Plan
Scale Plan: $249/month with 3 creators and unlimited members
Advance Plan: $499/month with 5 creators and unlimited members
Enterprise Plan: Starting at $1499/month
Find more info on Whale’s pricing here
Startup (5 members): $100 per month
Pro (x members): $1,500 per month
Enterprise: pricing upon request
Clients switch from Process Street to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
Whether you’re a team of 5 or 205, and you have a bunch of SOPs lying around or are completely new to the documentation game.
“Next to their very competitive pricing, their support is from out of this world. We used other tools before, but we left a bit hanging in the past regarding the support piece. Stino & his team are always available whenever we have a query which is amazing!”
Jonas M., Small-Business (50 or fewer employees)
“We find Whale easy and intuitive to set up, navigate, and use, and the customer support has been AMAZING. Even though we are still onboarding—and so do not yet have our final structure in place—we can already find any process document within a few seconds (using Whale’s handy search feature).”
Verified User in Financial Services, Small-Business (50 or fewer employees)
“Whale is very user-friendly and has pre-built templates that make design and flow seamless! Automated reminders make it easy to keep important information up to date for staff in our change-oriented organization.”
Julie H., Mid-Market (51-1000 employees)
“The platform is easy to use and even easier to keep up to date. I love their search features, the widget (you can search and find without leaving your current window) and the automations.”
Julianne W., VP of Operations, Small-Business (50 or fewer employees)
At Whale, we’re dedicated to ensuring your success as you explore a powerful alternative to Process Street. Discover our tailored resources and personalized support, specifically designed to help you seamlessly transition from Process Street to Whale and achieve your goals effortlessly. Experience why Whale is the preferred Process Street competitor for businesses looking for enhanced user experience and superior support.
Need answers on Whale? Our comprehensive Knowledge Base is at your fingertips, offering detailed articles, step-by-step guides, and in-depth videos. Whether you prefer to read or watch our videos, our award-winning* content is always available to you—completely free, forever.
Kickstart your Whale journey with the Whale Universe. It’s accessible directly from your dashboard. From the Whale Universe, you’ll be able to access ready-to-go templates, ask Alice (your personal AI assistant anything) and download the Mobile App, Step Recorder, and Extension in seconds.
Process University is like no other university. It’s a win-win for businesses and teams with process training that raises the value of your business and team members. Because we believe your teams don’t need training on our product, they should be awarded for being skilled in process.
For personalized guidance, our Customer Success team is ready to assist with 1-on-1 coaching. We don’t just teach you how to use Whale; we dive deep into best practices and use cases, ensuring you master the art of knowledge documentation. Let us help you navigate the platform with confidence.
Join our weekly training and Q&A to get personalized answers to your questions. Our regular webinars introduce new features and show you how to maximize your potential on the Whale platform. Whenever a new feature is introduced, we invite you to join us to ensure you get the most out of the platform.
Already have your processes documented? We’re here to ensure a seamless transition to Whale. Our Migration Services don’t just transfer your content—they elevate it. We’ll refine and optimize your knowledge base to align with your goals, making it faster and easier for your team to find what they need.
We make sure that each customer is onboarded exceptionally so that they can use the magic of Whale to it’s fullest. Our team will give you feedback on the best way to get started and best practices for documentation.
We offer a full migration service and will teach you our proven framework on how to create impactful documentation with no effort. Or you can simply enlist the help of one of our Certified partners to help you get it done. Book a demo and tell our team what you need!
With Whale, you can get started in seconds. We offer a full migration service to get all your documents uploaded in no time at all.
Whale has a dedicated customer success team that supports new customers all the way from migrating their old documentation to creating new ones and using them to train new and current team members.
We introduced checklists as a feature because we know as your business grows, checklists help you scale up smoothly. They offer a structured approach that’s easy to replicate across different teams and locations, simplifying expansion.
Whale’s checklist feature includes;
Checklist creation (utilizing AI)
Checklist assignment function
Run checklist
Add a checklist as an action in a training flow
Track checklist completion
It’s intuitive and easy to use. To find out more, discover more on Whale’s checklist feature.
To start off with, Whale comes with a free plan. Yup. That’s FREE access up front so you can see the value before you spend a cent. After that, you only pay for what you use: add functionality when you need it, add team members when it makes sense. That means you pay for the features you want and the seats you actually use, nothing extra. You’ve literally got nothing to lose.
