Apex Trading
Apex Trading: A web-based CRM and wholesale operations platform for cannabis sellers and buyers. Ranked #18 of 25 in Cannabis CRM Software by our editors (5.7/10); pricing: Pricing on request; best for wholesale operators needing basic account CRM.
At a glance
- Editor score5.7 / 10
- PricingPricing on request
- Best forWholesale operators needing basic account CRM
- Facts checked29 Sep 2026
Where it wins
- Keeps buyer contacts, order history, status and notes together
- Combines wholesale orders, inventory and sales reporting
- Offers branded storefronts, customizable menus and user permissions
Where it doesn't
- Only METRC and QuickBooks connections are listed
- Available through web access only
- Pricing requires a sales or demo conversation
Our verdict on Apex Trading
Apex Trading brings buyer relationship records together with wholesale order and inventory workflows for cannabis sellers. Its CRM stores contact information, order history, order status and notes for sales, marketing and customer-service teams. Buyers can browse wholesale menus and review their order history. The product is aimed at operators managing business accounts and orders rather than dispensaries seeking a patient CRM; the CRM description centers on wholesale buyer contacts.
The platform extends beyond contact records into wholesale order management, inventory management, sales performance tracking and reporting. Market pricing insights, branded storefronts and customizable wholesale menus add tools for presenting products and managing buyer access. Multiple user accounts and permissions support teams with differing access needs. METRC and QuickBooks are the listed connections, including a QuickBooks order workflow connection. That makes the platform a more natural fit for businesses whose operations align with those systems than for teams depending on a broader integration ecosystem.
Apex Trading is cloud-based and web-only, with chat support listed. The vendor invites prospective sellers to book a demo, and pricing appears to require a sales conversation rather than selection from public plan tiers. That approach may suit businesses evaluating wholesale workflows with a vendor, but it gives buyers less upfront price clarity. Choose Apex Trading if a web-based wholesale account CRM with order, inventory and storefront tools matches your process. Consider another option if mobile access, wider integrations, or patient-focused profiles are central requirements.
Apex Trading pricing
Apex Trading fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Patient profiles | Yes |
| Loyalty programs | Not verified |
| SMS marketing | Not verified |
| Email marketing | Not verified |
| Wholesale workflows | Yes |
| POS integrations | Not verified |
| Multi-location support | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Live chat |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: METRC, QuickBooks |
| Pricing | Pricing on request (source) |
| Website | apextrading.com |
| Facts checked | 29 Sep 2026 |
Apex Trading integrations
Apex Trading lists 2 integrations on its own site.
- METRC
- QuickBooks
Alternatives to Apex Trading
- Alpine IQA broad cannabis retail CRM combining profiles, loyalty, campaigns and commerce tools.9.0
- DutchieA broad cannabis operations platform that puts CRM alongside POS, commerce, and traceability.8.2
- OutfieldOutfield combines cannabis account, territory, route, visit and order workflows in one CRM.7.5
See all Apex Trading alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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