TMS for Brokers.
Native to Salesforce.
FTM is a Salesforce-native TMS for freight brokers that connects quoting, carrier coverage, compliance, dispatch, tracking, documents, billing, and margin visibility in one system.
Enterprise Brokers Need Margin Governance, Not More Activity.
Enterprise brokerages lose margin when changes, carrier risk, branch reporting, and billing delays stay hidden across disconnected systems. FTM keeps those decisions visible while the load is still active.
Quoted margin changes before close
Accessorials, detention, carrier changes, and billing gaps can erase profit after the rep believes the load is won.
Carrier risk is checked too late
Compliance, insurance, lane history, and service failures should surface before coverage, not after tender.
Branch performance lives in separate reports
When teams run separate spreadsheets, leaders cannot compare customer margin, carrier cost, productivity, and unbilled freight.
Billing delays hide cash and margin risk
A delivered load should not wait on a missing POD, manually matched invoice, or shared inbox before billing can move.
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.
Lane Intelligence Where Teams Work
Use historical price, win rate, carrier service, customer patterns, and branch performance without exporting a report.
Run the Broker Workflows That Protect Margin and Cash.
Instead of operating separate quoting, carrier, dispatch, document, and billing tools, broker teams work from connected FTM records inside Salesforce.
Quoting and Margin Governance
Price freight with customer history, lane performance, carrier cost, accessorial exposure, and approval rules visible before a quote is committed.
- Lane history and margin rules
- Quote approvals and customer-specific pricing
- Live margin visibility through close
Carrier Coverage and Compliance
Source capacity from approved carriers, DAT, and Truckstop while insurance, authority, performance, and lane fit stay attached to the decision.
- Carrier onboarding and compliance
- Carrier bids and scorecards
- Private network and load board access
Dispatch, Tracking, and Exceptions
Give every desk one live view of active freight, milestones, ETA, documents, customer updates, and exceptions without relying on status spreadsheets.
- One-screen dispatch console
- Driver and carrier status updates
- Customer portal visibility
Documents, Billing, and Reporting
Connect BOLs, PODs, invoices, accessorials, billing readiness, customer revenue, and branch margin to the same operational record.
- AutoFill document capture
- POD-to-invoice workflow
- Branch and executive dashboards
Run Quote to Cash as One Governed Pipeline.
Every quote, carrier decision, document, invoice, and margin event stays tied to the Salesforce account, load, branch, and customer relationship.
Standardize Carrier Decisions Across Every Desk.
Broker teams need a governed carrier network with compliance, performance, lane history, and coverage behavior visible at the point of decision.
- Self-service onboarding for W-9, COI, authority, and profile details
- Live insurance, authority, safety, Highway, SaferWatch, and MCP status
- Carrier scorecards for service, claims, rate behavior, and lane fit
- DAT, Truckstop, private network, and coverage activity on the load
- Driver and carrier pickup, transit, POD, and exception updates
- Carrier performance by branch, customer, lane, and equipment
Give Every Desk One Dispatch Operating Picture.
Branch managers, dispatchers, customer teams, and finance work from one live view of freight, exceptions, documents, and billing readiness.
- Post to DAT and Truckstop without leaving Salesforce
- Live GPS, milestones, ETA, and exceptions on active loads
- Driver portal for pickup, transit, POD, and document upload
- Late pickup, detention, missing POD, and billing-risk alerts
- Multi-leg, multimodal, branch, and customer-specific workflows
- Customer portal visibility that reduces inbound status calls
Run Every Brokerage Branch From One TMS.
At the same time, leadership gets consolidated visibility while branch managers use the customers, carriers, pricing rules, and workflows their teams require.
Brokerage Operations Run Inside Salesforce.
FTM does not connect a separate TMS database to Salesforce. Instead, it runs on the same data model, so customer, quote, carrier, load, document, invoice, and reporting records stay current.
Broker Tools Stay Connected to the Load.
In addition, FTM supports 46+ integrations for load boards, accounting, compliance, tracking, documents, and customer visibility.
Turn Freight Documents Into Governed Salesforce Data.
At enterprise volume, manual entry creates billing disputes, accessorial leakage, wrong rates, delayed invoices, and unreliable reporting. AutoFill reads inbound freight documents and creates structured Salesforce records with human approval. The standard allowance includes 50 documents monthly.
See AutoFill on your documents →Measure the Brokerage Outcomes That Affect Margin.
Therefore, connected operational and financial records help leaders review quote conversion, margin drift, carrier performance, unbilled loads, billing speed, and branch profitability.
Brokerage Performance in One Reporting Layer
Verified AppExchange Customer Story
“Two from tech, three from logistics, we needed a system to run a fully remote team with clear reporting. Within two weeks of going live, revenue was up, quoting and tracking were faster, and onboarding was easy.”
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 appear first.
Model the ImpactCore Broker Workflows Live in as Little as 14 Days.
Because FTM is built on Salesforce infrastructure, implementation focuses on configuration, migration, integrations, testing, and training.
Set up the Salesforce org, FTM, users, roles, branches, books, and approval paths.
Import customers, carriers, lanes, rates, equipment, and configure core broker workflows.
Test load boards, accounting, compliance, tracking, documents, and customer connections.
Prepare sales, carrier, dispatch, finance, and administrators for the agreed production workflows.
What the Enterprise Broker Rollout Scopes
The plan is built around your operating model rather than a generic small-team package.
Questions Broker Teams Ask Before Choosing FTM.
These answers cover multi-branch operations, Salesforce licensing, margin control, integrations, implementation, migration, customization, and AutoFill.
Can FTM support a multi-branch or multi-entity brokerage?
Yes. FTM supports branch-specific users, pricing rules, workflows, approval paths, books, reporting, and carrier preferences while giving leadership roll-up visibility across the full brokerage.
Do we need to use Salesforce before buying FTM?
No. FTM can include the Salesforce environment as part of the rollout. If your company already uses Salesforce, FTM runs inside the existing Salesforce architecture.
How does FTM help protect brokerage margin?
FTM connects quote data, customer history, carrier cost, accessorials, documents, invoice status, and margin reporting to the same Salesforce records. Therefore, teams can see margin risk while the load is active.
Will FTM connect to DAT, Truckstop, accounting, and compliance tools?
Yes. FTM supports 46+ integrations for load boards, accounting platforms, carrier compliance, tracking, document automation, telematics, and related freight workflows.
How fast can an enterprise brokerage go live?
Agreed core brokerage workflows can go live in as little as 14 days. However, larger multi-branch, custom-workflow, data migration, and complex integration deployments may use a phased rollout.
Can we migrate data from our current TMS?
Yes. FTM supports migration of customer records, carrier profiles, equipment, lane history, pricing data, and loads from an existing transportation management system.
How customizable is FTM without breaking on updates?
Because FTM is built on Salesforce, custom fields, layouts, approvals, document templates, portals, dashboards, and automations can remain in your Salesforce environment.
How does AutoFill work for broker documents?
AutoFill reads rate confirmations, BOLs, PODs, invoices, and accessorial documents, then creates or updates structured Salesforce records with confidence scoring and human approval.
See How FTM Would Run Your Quotes, Carriers, and Loads.
An executive demo reviews your branch structure, freight volume, carrier network, margin rules, integrations, implementation scope, and Salesforce requirements.
