Control brokerage margin
across every lane, branch, and load.
Enterprise brokerages do not lose margin from one bad load. They lose it when quoting, coverage, carrier risk, dispatch, documents, billing, and customer data live in separate systems. FTM brings the full broker operating model into Salesforce so leaders can see margin risk before it becomes a month-end surprise.
Enterprise brokers do not need more activity. They need margin governance.
Quoted margin changes before the load closes
Accessorials, detention, carrier changes, and billing gaps can erase profit after the rep believes the load is won. Leaders need margin control while the load is still active.
Carrier risk is checked too late
Compliance, insurance, lane history, and service failures should surface before coverage, not after a branch has already tendered the freight.
Branch performance lives in separate reports
When each team runs its own spreadsheets, leaders cannot compare customer margin, carrier cost, rep productivity, and unbilled freight across the brokerage.
Billing delays hide cash and margin risk
A delivered load should not wait on a missing POD, a manually matched invoice, or a shared inbox. Every delay ties up working capital and weakens reporting.
FTM turns quoting, coverage, compliance, documents, billing, and reporting into one Salesforce operating layer. In the demo, we model impact against your load volume, branches, customers, and average margin.
Run every brokerage workflow as one governed pipeline.
Every quote, carrier decision, document, invoice, and margin event stays tied to the Salesforce account, load, branch, and customer relationship.
Protect margin before a load ever moves.
Enterprise brokers win by deciding which freight deserves attention, which carrier should cover it, and which margin risk needs escalation before dispatch. FTM connects customer value, lane history, carrier cost, capacity signals, and approvals inside Salesforce.
Quote prioritization by value and fit
Rank opportunities by customer value, branch strategy, lane history, service requirements, and expected margin before a rep commits time.
Coverage decisions with margin guardrails
See carrier cost, accessorial exposure, compliance status, and margin while the load is still being covered, not after close.
Lane intelligence where teams work
Use historical price, win rate, carrier service, customer patterns, and branch performance without exporting a report.
What changes when brokerage operations run on one platform.
FTM replaces disconnected tools with a Salesforce-native operating layer for quote governance, carrier risk, branch visibility, documents, billing, and executive reporting.
Turn freight documents into governed Salesforce data.
At enterprise volume, manual entry does not just waste time. It creates billing disputes, accessorial leakage, wrong rates, delayed invoices, and bad reporting. AutoFill reads inbound freight documents and creates structured Salesforce records with human approval.
Rate confirmations, PODs, BOLs, invoices, and accessorial documents attach to the correct Salesforce load record.
Confidence scoring lets your team approve exceptions instead of retyping every field by hand.
Invoice status, PODs, rates, and accessorials connect to the same operational record before month-end.
Standardize carrier decisions across every desk.
Enterprise brokerage teams need more than carrier onboarding. They need a governed carrier network with compliance, performance, lane history, and coverage behavior visible at the point of decision.
Self-serve carrier onboarding
Carriers complete W-9, COI, authority, and profile details through a branded portal. Documents attach to the carrier profile automatically.
Live compliance status
Insurance expiry, authority, and safety flags surface on every load before dispatch, so risk decisions happen before the freight moves.
Carrier scorecards
Track on-time performance, claims, compliance status, rate behavior, and lane fit so coverage teams choose carriers based on data, not memory.
Load board and private network access
Post to DAT and Truckstop, source from your approved network, and keep coverage activity tied to the Salesforce load.
Driver and carrier updates
Pickup, transit, delivery, POD upload, and exception updates move into Salesforce without turning every dispatcher into a status-call operator.
Branch-level carrier visibility
See carrier performance by branch, customer, lane, equipment, and service failure so the whole brokerage operates from the same network intelligence.
Give every desk one operating picture.
Branch managers, dispatchers, customer teams, and finance should not work from different exports. FTM gives every team one live view of active freight, exceptions, documents, and billing readiness.
- ✓Post to DAT and Truckstop without leaving Salesforce
- ✓Live GPS, milestone, ETA, and exception status on every active load
- ✓Driver portal for pickup, transit, POD, and document upload
- ✓Exception alerts for late pickup, detention, missing POD, and billing risk
- ✓Multi-leg, multimodal, branch, and customer-specific workflows
- ✓Customer portal visibility that reduces inbound status calls
The brokerage math executives need before month-end.
FTM brings gross margin, unbilled loads, accessorial exposure, invoice status, documents, and customer activity into the same Salesforce reporting layer.
In the demo, we map your monthly load volume, branch structure, customer mix, billing process, and average margin to estimate where operational leverage and margin control will show up first.
Model the impact for my brokerage →Salesforce-native is not a feature. It is the operating model.
Most broker TMS platforms sync to Salesforce through a connector. FTM runs on Salesforce, so brokerage operations use the same data model, security, automation, reporting, and governance layer.
Commercial and operations on one account
Customer history, quotes, loads, invoices, service issues, and margin live on the same Salesforce relationship record. No duplicate customer truth.
Executive reporting without exports
Roll up margin, branch performance, unbilled loads, customer revenue, and carrier scorecards in Salesforce dashboards. Every chart links to the record behind it.
Security and governance inherited
Role hierarchy, permissions, field-level security, audit trails, approval rules, and compliance controls apply to freight records. No second data layer to govern.
Salesforce included or existing org ready
If you already use Salesforce, FTM runs inside it. If you do not, FTM can include the Salesforce environment in the rollout. No separate platform project required.
Price the platform around your operating model.
FTM is scoped around your users, branches, entities, integrations, AutoFill volume, reporting requirements, and rollout phases, not a generic small-team package.
- Branch and entity structure
- Salesforce environment and users
- Quote-to-cash workflow configuration
- Carrier onboarding and compliance tools
- Load boards, accounting, and tracking integrations
- AutoFill document volume and approval process
Running broker, carrier, and shipper workflows together? Book a combined platform demo.
Before booking a platform demo.
Can FTM support a multi-branch or multi-entity brokerage?
Do we need to use Salesforce before buying FTM?
How does FTM help protect brokerage margin?
Will it connect to DAT, Truckstop, accounting, and compliance tools?
How fast can an enterprise brokerage go live?
How customizable is it without breaking on updates?
See how FTM would run your brokerage.
Bring your branch structure, lane volume, carrier network, current tech stack, and most painful workflow. You will leave with a clear view of where FTM creates leverage first.
Book my demo →