See how one shipment moves through FTM.
Choose your operation and follow the work from the first request through dispatch, delivery, billing, payment, and reporting. Every handoff stays connected to the same Salesforce record.
Start with the workflow that matches your operation.
The page changes to show the steps, video, and supporting FTM tools most relevant to your team.
From quote request to final margin.
Follow one brokered load from the first customer request through carrier sourcing, dispatch, delivery, customer billing, carrier settlement, and margin review.
One shipment. Eight connected steps.
Select a stage to see what your team does, what stays connected in FTM, and which workflow tools are available when needed.
Watch the complete broker workflow.
See the process inside FTM, from the initial quote through carrier assignment, dispatch, delivery, invoicing, carrier settlement, and final margin reporting.
Broker workflow walkthrough
The tools behind the broker workflow.
These FTM tools support different stages of the journey. The labels show whether each tool is the main workspace, an optional path, or only used when the situation requires it.
Want the full FTM view?
The role workflows focus on the process most relevant to your operation. This six-minute overview shows how freight operations, customers, carriers, documents, financials, and reporting connect across the broader platform.
Open the 6-Minute Demo
6-minute FTM platform overview
Common first questions.
The workflow can match how your team already operates. FTM connects the handoffs instead of forcing every company into one rigid process.
No. The business stages are the main workflow. Tools such as AutoFill, Driver App, Customer Portal, Private Loadboard, and Carrier Onboarding support specific stages and are labeled as optional or conditional where appropriate.
Yes. The standard broker path starts with a quote, but loads can also be created directly, imported, received through an integration, or created from documents with AutoFill. The workflow then continues from load creation.
Pickup, transit, and delivery updates can come from telematics integrations, the FTM Driver App, or direct updates by the operations team. Each method writes to the same Salesforce load record.
No. Portal access is permission-based. Your team controls which shipment fields and documents customers can view, while internal carrier costs, margin, and operational notes remain protected.
Yes. FTM is configured around your operating model inside Salesforce. Statuses, approvals, documents, notifications, permissions, and integrations can be aligned with the way your team already moves freight.
See your own shipment process inside FTM.
Bring one real workflow to the demo. We will show how it moves through FTM, where the handoffs stay connected, and which optional tools fit your operation.
