Apex Trading review
A web-based CRM and wholesale operations platform for cannabis sellers and buyers.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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 pros and cons
- 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
Apex Trading fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update