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Business metrics showing improvements in speed, profit, and automation

Tired of quoting fast but losing margin later?
FTM brings your broker workflow into one place so teams move faster and stay in control. Rates load instantly, carrier checks run in the background, dispatch sees live status, paperwork lands on the load, and invoicing stays clean. Fewer clicks. Fewer mistakes. Better margin.

What Other Freight Brokers Say

Rated Excellent by real brokers on AppExchange

“Exceptional customizability and support”

FTM helped us standardize quoting and compliance while keeping our process flexible. We onboard carriers faster, track status live, and invoice cleanly. Our team closes loads quicker and margin is easier to protect.

FTM's Transportation Management System is a game-changer for our freight transportation operations. Their dedication to understanding our unique needs is evident in every solution they provide. Stability and reliability have had a direct impact on customer satisfaction and efficiency.

Their developer team enabled us to build customer and driver platforms that streamline operations, minimize mistakes, and improve satisfaction. We’re very pleased and recommend FTM to anyone wanting to effectively manage daily operations.

— Pablo Vargas, Trade Show Freight Broker

“Faster quotes, cleaner ops”

Rates load instantly, safety checks run in the background, dispatch sees live status, paperwork lands on the load, and billing is clean. We scaled volume without adding headcount.

ABOUT US: Two from tech, three from logistics. We needed a system to manage a fully remote team with clear reporting and enable future innovation for a traditionally antiquated industry.

FEAR: Choosing software without affordable customization support. EXPERIENCE: The system met our objectives and service has been prompt and smart. OUTCOME: Within two weeks, revenue up, quoting and tracking faster, onboarding easy with clear direction via dashboards and standard processes.

I’m happy to act as a reference for FTM.

— Brad Richardson Jr., President at Verigo Logistics

What do you need?

Scale volume without chaos. Standardize quoting, carrier onboarding, dispatch, and billing in one workflow.

Quote & Win Work

  • Lane Quotes with historical rates and customer pricing
  • One-click Customer Quote PDF; email templates
  • Convert quote to load (no double entry)
  • Quote Portal for inbound requests
  • Bid Portal for carrier rates and transit times
  • Contract lanes and tariffs (fuel tables, accessorial rules)
  • RFP support: multi-stop, service levels, validity dates
  • Bulk import & export via Salesforce Import Wizard, Data Loader, Data Export

Cover & Move Freight

  • Post to DAT/Truckstop; match from private carrier network
  • Carrier onboarding: packet, W-9/COI, compliance status (Optional Highway, SaferWatch, MCP integrations)
  • Carrier driver portal to provide load updates and signatures
  • Safety checks with expiry reminders
  • Dispatch Console and route optimizer; multi-leg/multimodal
  • Facility profiles and dock instructions; live status/ETA with alerts
  • Documents: Rate Con, BOL, eBOL/POD auto-attached, Air Waybill
  • Claims and exceptions (detention, layover, OS&D)

Bill, Settle & Report

  • Invoice from the load; auto accessorials; bundle multi-load invoices
  • Carrier settlements and pay items; 1099 export
  • Credit limits, payment terms, DSO tracking
  • Reports and dashboards (ops, customer, margin)
  • Audit trail on loads and documents; log all communications
  • Navigation to maps (Google Maps, OpenStreet)
  • EDI/API billing and ERP/accounting integrations (QuickBooks, Xero, Sage, AccountingSeed)

What Should You Do?

Review the workflow, fine-tune the details, and activate. A simple two-step plan to test FTM and start moving freight faster.

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Frequently Asked Questions

Your questions about FTM, answered for Freight Brokers of all sizes.

Yes. We connect to DAT/Truckstop, optional carrier-safety tools (e.g., Highway/SaferWatch if you use them), and common accounting/ERP (QuickBooks, NetSuite, Sage). EDI and REST API options are supported.

Yes. You can separate books, users, pricing, and approvals by branch or legal entity, while keeping roll-up visibility.

Highly. Fields, layouts, approvals, document templates (Rate Con, BOL, invoices), portals, and workflows can be tailored without breaking the upgrade path.

Yes. Salesforce Import Wizard and Data Loader are used to standardize and populate custom tables such as loads, carriers, facilities, contacts, and quotes. You can bring historical docs and map legacy fields during implementation.

Ready-made ops, customer, and margin dashboards, plus custom reports. Optional data export to your warehouse/BI and webhooks for downstream systems.

Yes. Add users/entities quickly, standardize processes across branches, and keep a single view of accounts, rates, and performance.

Carrier packets, COI/W-9 capture, compliance status and expiry reminders, plus optional safety integrations. Flags surface directly on the load, with integrations available for tools like Highway, SaferWatch, and MCP.

Ready to move more freight with less chaos?

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