---
title: Prisma by CodeMax Reviews
meta_title: 'Prisma by CodeMax Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Prisma by CodeMax works for a business like yours.
date_modified: '2026-03-31'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# 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?open_modal_url=%2Fproducts%2Fprisma-by-codemax%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fprisma-by-codemax%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-04+16%3A40%3A49+-0500&secure%5Bsession_id%5D=3123f5ce-7aec-4e9b-b025-24b28fbc2946&secure%5Btoken%5D=daeda132f9d46eefe8b21dab3ebdabc9a5eb2dd047381c06c665250b13a942e5&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

## Top Prisma by CodeMax Alternatives
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