# Prisma by CodeMax Reviews
**Vendor:** CodeMax IT Solutions  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
## About Prisma by CodeMax
Prisma is purpose-built for banks, EMIs, neo-banks, and payment institutions operating under strict regulatory oversight. Unlike generic CRMs, every feature – from onboarding to case management – is designed with compliance as a first principle. Supports Individual, Company, Trust, and Partnership customer types with a 53-app marketplace covering identity verification, AML screening, communications, and more.






- [View Prisma by CodeMax pricing details and edition comparison](https://www.g2.com/products/prisma-by-codemax/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+17%3A07%3A28+-0500&secure%5Bsession_id%5D=ef35f1a5-aadf-42f1-b442-3b5da1a503d6&secure%5Btoken%5D=6ce75465987833a827ca927c4948f851abf93452740d8b3734cca68451a3d39b&format=llm_user)

## Prisma by CodeMax Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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