FTM Platform
Enterprise Transportation OS on Salesforce
One transportation
platform.
One Salesforce org.
FTM unifies freight operations, customer relationships, driver workflows, documents, financial visibility, and AI inside a single Salesforce platform. Not integrated. Native.
All Operations
Brokers
Carriers
Shippers
Revenue · MTD
$14.2M
↑ 17.4%
Gross Margin
22.6%
↑ 3.1 pts
Active Loads
2,140
↑ all entities
On-Time
97.1%
↑ 0.6 pts
LoadRouteStatusMargin
FTM-7201
In Transit
23.4%
Chicago → Detroit
Carrier · TRL-22 · J. Reyes
FTM-7202
Delivered
19.8%
Dallas → Houston
Broker · Atlas Retail
FTM-7203
At Pickup
18.2%
LA → Phoenix
Shipper · Mesa Mfg.
FTM-7204
In Transit
21.7%
Atlanta → Nashville
Carrier · TRL-08
The enterprise problem
Transportation companies rarely struggle because they lack software.
They struggle because critical information is fragmented across systems that were never designed to share a data model. As companies grow, complexity compounds faster than revenue.
Today: Fragmented Systems
Dispatch / TMS
Siloed
CRM / Customer Data
Disconnected
Accounting / ERP
Manual sync
Tracking / Telematics
Separate login
Documents / BOLs
Email threads
Reporting / BI Tool
Always stale
With FTM: One Salesforce Platform
Dispatch, CRM, Docs, Finance, AI
Same record
Real-time dashboards, no BI tool
Always live
Enterprise security, no extra review
Inherited
Every disconnected system is a place where margin disappears without anyone noticing.
Margin leaks where systems hand off
Accessorials, detention, and fuel surcharges live in notes between systems and never make it onto the invoice.
Slow decisions from stale data
When operational data lives across five systems, the reports leadership sees are always behind the current state.
Duplicate work at every handoff
The same load data re-entered in three systems multiplies labor costs and error rates simultaneously.
Inconsistent processes across locations
Each terminal or office builds workarounds. Standards erode. Acquisitions inherit the same fragmentation.
Headcount grows faster than revenue
Without automation, every new load, terminal, or customer requires another person to manage it manually.
Platform architecture
Every transportation workflow. One platform.
Twelve connected modules. One Salesforce data model. No integration middleware. Click any module to see how it connects to the platform.
Dispatch Console
Live operations, routing, assignments
Customer Management
CRM, 360 view, service history
AutoFill AI
BOL, rate con, POD extraction
Quoting System
Margin-aware quotes, lane history
Carrier Management
Onboarding, compliance, scorecards
Private Load Board
Branded freight marketplace
Core Platform
FTM on
Salesforce
Salesforce
One data model
Customer Portal
Self-service visibility, documents
Driver App
POD capture, GPS, e-signatures
Financial Visibility
Invoicing, settlements, AR/AP
Workflow Automation
Salesforce Flow, Apex, triggers
Reporting & Analytics
Native dashboards, Einstein AI
Integrations
46+ ecosystem connections
Selected Module
AutoFill AI
Business Outcome
Documents processed in seconds, not minutes. Zero re-keying of BOLs, rate confirmations, and PODs.
Salesforce Connection
Extracted data lands directly on the load record. Same Salesforce org, same security model.
Why Salesforce matters
Why build transportation on Salesforce?
FTM mentions Salesforce throughout this page because the platform choice is the reason everything else works. Here is what that choice actually changes.
Capability
Traditional TMS
FTM on Salesforce
Customer data
Separate CRM, manually synced or not synced at all
Native CRM included. One customer record.
Records
Duplicate customer and load records across systems
One record, one source of truth, every team
Reporting
Third-party BI tool required for real visibility
Native Salesforce dashboards, always current
Customization
Limited to what the vendor’s roadmap allows
Unlimited platform flexibility via Salesforce tools
Workflow control
Vendor-controlled. Changes require a ticket.
Customer-controlled. Your admin owns it.
Security review
Separate vendor audit for every connected system
Salesforce enterprise security inherited, not re-reviewed
AI
Requires a separate data pipeline to reach the TMS
Einstein AI runs directly on freight data, same org
FTM includes Salesforce Enterprise, so transportation companies can run their operation on Salesforce whether they already use Salesforce or not. This is one of FTM’s strongest differentiators and the reason every other section on this page works the way it does.
Platform capabilities
Six capability groups. One connected workflow.
Each capability runs on the same Salesforce data model. Dispatch connects to financial visibility. Customer management connects to documents. No bridges required.
01
Unified Operations
More loads per dispatcher
Manage every shipment, trip, driver, carrier, and customer relationship from one operational workspace. Dispatchers stop switching screens. Managers stop chasing updates.
Live dispatch console with real-time load, driver, and carrier status
Post to DAT and Truckstop without leaving Salesforce
Carrier onboarding, compliance checks, and performance scorecards
Multi-leg, multimodal, and multi-entity load support
Exception alerts for detention and delays before customers call
LoadRouteETAStatus
FTM-7201CHI → DET2h 40mTransit
FTM-7202DAL → HOUDonePOD In
FTM-7203LAX → PHX1h 10mPickup
02
Customer Experience
Retention without extra headcount
Customers get a branded portal with real-time shipment visibility, document access, and automated notifications. Your team stops fielding status calls and starts managing relationships.
Branded customer portal with live shipment tracking
Automated pickup, transit, and delivery notifications
BOL, POD, and invoice access on demand
360-degree customer view inside Salesforce CRM
Customer-level margin, volume, and service reporting
03
Document Intelligence
Seconds per document, not minutes
FTM AutoFill reads BOLs, rate confirmations, PODs, and freight invoices. Structured data lands in the Salesforce load record before a human touches a keyboard.
Reads BOLs, rate confirmations, PODs, and carrier invoices
Confidence scoring on every extracted data field
Eliminates transcription errors that cause billing disputes
50 AutoFill documents included every month to start
Document data attached directly to the load record
FieldValueSource
OriginChicago, ILBOL
DestinationDetroit, MIBOL
Rate$2,840.00Rate Con
04
Workflow Automation
Scale without proportional headcount
Salesforce Flow, Apex, and Process Builder automate repetitive processes across the operation. When load volume grows, your team does not need to grow at the same rate.
Automated carrier compliance alerts before dispatch
POD-to-invoice workflow triggered by driver app confirmation
Customer notification sequences on every status change
Exception escalation for detention, delays, and claims
Customized by your Salesforce admin, not the vendor
05
Financial Visibility
Shorter cash cycle. Fewer disputes.
FTM connects load records to invoices and settlements. POD captured triggers invoice creation. Settlements calculate from the same data. Nothing re-enters manually.
POD-to-invoice automation reduces Days Sales Outstanding
Accessorials captured at load creation, not discovered at billing
Driver and owner-operator settlements auto-calculated
Profitability by customer, lane, equipment, and terminal
AR aging and invoice status in native Salesforce dashboards
LaneRevenueMargin
CHI → DET$142K24.6%
DAL → HOU$98K21.2%
LAX → PHX$68K14.1%
06
Reporting & AI
Executive decisions on live data
Native Salesforce reports and dashboards run on freight data without a BI tool or data warehouse. Einstein AI runs directly on the same org. No export pipeline required.
Real-time dashboards across terminals, entities, and service lines
Lane performance, carrier scorecards, and customer profitability
Einstein AI forecasting and anomaly detection on freight data
No BI license, no data warehouse, no export pipeline
Executive-level visibility without waiting for month-end reports
Built for your operation
One platform. Three modes of operation.
FTM serves freight brokers, asset-based carriers, and shippers on the same Salesforce platform. Mixed operations run both broker and carrier models simultaneously.
For Brokers
Quote, cover, and invoice freight without leaving Salesforce.
Margin visibility, carrier compliance, load boards, AI document parsing, and customer management in one broker workflow.
AI-powered bid scoring and margin tracking
Carrier compliance and load board access
AutoFill reads rate confirmations in seconds
Same-day POD-to-invoice workflow
For Carriers
Run every terminal, driver, and financial workflow on one platform.
Multi-terminal operations, driver app, settlements, customer portal, and profitability visibility inside Salesforce.
Multi-terminal operations and governance
Driver mobile app with POD and e-signatures
Owner-operator settlement automation
Lane and terminal profitability reporting
For Shippers
Control freight spend, carrier performance, and shipment visibility.
Manage carriers, track freight, control bids, and gain visibility into transportation costs inside your existing Salesforce environment.
Bid management and carrier performance tracking
Real-time shipment visibility and alerts
Transportation spend and cost analysis
Integrates with existing Salesforce workflows
Why architecture matters
Most TMS platforms integrate with Salesforce. FTM runs on Salesforce.
That one architectural difference removes the integration layer, the sync failures, the duplicate records, the second security audit, and the middleware vendor. Permanently.
Other TMS
With Salesforce integration
Separate TMS application with API connector to Salesforce
Data syncs on a schedule. Reports are always hours behind.
Two separate logins, two user directories, two security reviews
Customization requires TMS vendor involvement and change requests
Integration breaks. Support ticket filed. Wait for patch cycle.
Einstein AI requires a separate data pipeline to access TMS data
FTM
Native Salesforce application
Runs directly inside your Salesforce org on the same data model
Real-time data. Dashboards and reports always reflect current state.
One login. One user directory. SOC 1/2 and ISO 27001 inherited.
Your Salesforce admin handles customization. No vendor required.
No integration layer. Nothing to break. One vendor, one contract.
Einstein AI runs directly on your freight data. No pipeline needed.
Enterprise Security, Inherited
Salesforce’s enterprise security stack covers your freight data from day one. SOC 1/2, ISO 27001, GDPR. No separate audit for the TMS layer.
Automation Without Middleware
Salesforce Flow and Apex handle workflow automation across the operation. Your admin owns it. No custom webhooks, no middleware vendor.
One Reporting Layer
Freight, customer, and financial data in the same org means one set of dashboards. No BI tool license. No data warehouse. No export pipeline.
Enterprise scale
Built for organizations that grow.
FTM is not a single-terminal tool. The platform supports multi-terminal operations, multiple business units, acquisitions, international deployments, and mixed broker-carrier organizations from one Salesforce org.
Multi-terminal operations
Corporate sees consolidated reporting. Regional managers see their territory. Salesforce role-based access controls everything without custom code.
Acquisition-ready architecture
New terminals and business units join the existing org as a configuration exercise. Growth does not trigger a new platform migration.
Mixed brokerage and carrier operations
Asset-based operations and brokered freight coexist in the same Salesforce org with shared customers, reporting, and workflows.
International and multi-entity support
FTM supports operations across multiple countries and legal entities. One deployment currently spans 24 countries across three continents.
Midwest Carrier Division
Asset-based · 4 terminals
842 loads
23.1%
Southeast Brokerage
Freight broker · 1 office
614 loads
19.4%
West Coast Fleet
Private fleet · 2 terminals
381 loads
16.2%
Canada Operations
Cross-border carrier
203 loads
21.8%
Implementation
Configuration, not construction.
FTM deploys as a configuration project. Core workflows go live in as little as 14 days because the infrastructure is already built on Salesforce.
1
Days 1 to 3
Discovery and org provisioning
Salesforce org setup, FTM installation, user roles, and business unit structure configured to your operation.
2
Days 4 to 8
Data migration and workflow activation
Customer, carrier, lane, and load history migrated. Core dispatch, billing, and compliance workflows activated.
3
Days 9 to 12
Integration connections and testing
Accounting, telematics, load board, and compliance integrations connected and tested against real loads.
4
Days 13 to 14
Training and go-live
Operations team trained. Platform goes live with implementation specialist support on call.
Go live in as little as 14 days or your first month is free.
This is a real commitment. FTM deploys as a configuration project on existing Salesforce infrastructure, not a custom software build.
Core workflows live in as little as 14 days
No surprise integration projects mid-deployment
Dedicated implementation specialist assigned
Salesforce Enterprise licenses included
No separate Salesforce subscription required. FTM includes the licenses your operation needs.
TMS migration supported
Customer records, carrier profiles, lane history, and load data migrate from your existing TMS.
Phased rollouts for complex organizations
Start with one terminal or business unit. Expand to additional locations using the same configuration.
Ecosystem integrations
Connect to your existing ecosystem.
FTM connects to 46+ transportation, telematics, accounting, and compliance platforms. The platform is the story. Integrations extend it.
S
Samsara
Telematics
G
Geotab
Telematics
QB
QuickBooks
Accounting
N
NetSuite
ERP
SAP
SAP
ERP
DAT
DAT
Load Board
TS
Truckstop
Load Board
MP
MacroPoint
Tracking
HW
Highway
Compliance
RM
RMIS
Compliance
TL
TextLocate
Tracking
AS
Accounting Seed
Accounting
What customers say
Rated 4.9 stars on the Salesforce AppExchange.
Real transportation operations across brokers, carriers, and shippers. Not beta customers or pilot programs.
“Tellevamos operates over 80 trucks across multiple warehouses, moving more than 3,500 loads to 250 locations each month. For two years our previous TMS provider could not deliver a web portal for client visibility. FTM launched a fully customizable Customer Portal in days and helped us automate document generation, load assignments, status updates, fleet management, and traceability.”
“Our biggest hurdles were communication with carriers and drivers, endless paperwork from dispatch to billing, and getting fast, accurate PODs. What set FTM apart is the control it gives us over the entire logistics process. We now manage the system rather than being managed by it. From day one, FTM has adapted to our needs and turned our logistics goals into reality.”
4.9
AppExchange Rating
10+
Years on AppExchange
46+
Enterprise integrations
24
Countries supported
14d
Target go-live
Platform FAQ
Questions executives ask before evaluating FTM.
For questions specific to your operation, a transportation specialist can walk through your use case.
Does FTM include Salesforce licenses?
+
Yes. FTM includes Salesforce Enterprise licenses. You do not need an existing Salesforce subscription to run FTM. If your organization already uses Salesforce, FTM installs into your existing org and freight data coexists with your other Salesforce data on the same platform and data model.
Can FTM support multiple business units and terminals?
+
Yes. FTM uses Salesforce’s native data architecture to support multi-terminal, multi-region, and multi-entity operations from a single org. Corporate leadership gets consolidated visibility while each unit operates with the appropriate level of access and autonomy. Role-based access controls which users see which entity’s data without custom code.
Can we migrate data from an existing TMS?
+
Yes. FTM supports data migration from existing TMS platforms. Customer records, carrier profiles, lane history, and load data migrate into Salesforce as part of the implementation. The FTM team manages migration as part of the go-live process.
How long does implementation take?
+
Core workflows go live in as little as 14 days. This is possible because FTM is built on Salesforce’s infrastructure, which means deployment is configuration rather than custom software development. Larger multi-entity rollouts may take longer, but the first terminal or business unit typically goes live within two weeks. If core workflows are not live in 14 days, your first month is free.
Can brokers and carriers operate in the same platform?
+
Yes. FTM supports mixed brokerage and carrier operations in the same Salesforce org. Asset-based transportation and brokered loads coexist with shared customer records, financial reporting, and workflows. Many FTM customers run both models simultaneously.
Can we customize workflows and fields?
+
Extensively. FTM runs on Salesforce, which means any workflow, field, layout, or automation your operation requires can be configured using standard Salesforce tools. Your internal Salesforce admin handles customizations without involving the FTM vendor. You are not locked into a fixed workflow model.
How does FTM integrate with existing systems?
+
FTM connects to 46+ transportation ecosystem platforms including telematics providers, load boards, accounting systems, compliance tools, and document platforms. Because FTM runs inside Salesforce, these integrations connect to the same data model as the rest of your operation. No separate middleware layer is required.
What does the Salesforce Enterprise license include?
+
FTM includes Salesforce Enterprise edition, which provides access to Salesforce CRM, workflow automation, reporting and dashboards, role-based security, API access, and the full Salesforce platform. This covers the transportation operation and, if your organization already uses Salesforce for sales or other functions, your freight data joins the same environment.
See what transportation looks like on one platform.
An executive demo walks through your specific operation. Broker, carrier, shipper, or mixed. We build the demonstration around your workflow, not ours.
Salesforce Enterprise included · Go live in as little as 14 days · No long-term contract required
