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New — recurring invoices, created on schedule

Every lead. A next move.

Never lose a deal because you forgot to follow up. Purselo is a simple sales CRM for small businesses in Tanzania: track leads, follow-ups and pipelines, turn a lead into a quotation and an invoice without typing anything twice — and let the invoices you send every month create themselves.

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Real product footage. Fictional demo data.

Built for people who actually sell.

Not a system for a sales department. A workspace for the person who has to make the next call.

  • Freelancers
  • Salespeople
  • Agencies
  • Consultants
  • Small businesses

The problem

Good leads shouldn't disappear because nobody followed up.

  1. You speak to someone today.
  2. You send them something tomorrow.
  3. They say they'll get back to you.
  4. Another lead comes in.
  5. A week passes.
  6. The first opportunity quietly disappears.

Purselo keeps every conversation and its next action visible, so leads don't go cold while you're busy with the next one.

Product

From lead to quotation to invoice. Nothing typed twice.

Sixty seconds, start to finish: a lead added with a product, quantity and discount; moved into Quotation; a quotation created, taxed, noted and previewed; the order confirmed; the quotation converted to an invoice.

How it works

Four habits. One place.

Nothing to configure. Add a lead, keep it moving, send the paperwork from the same screen, and let the follow-ups tell you where to look.

  1. 01

    Add the lead

    Store the business and the contact, then pick what they want from your catalogue. Quantity, price and discount give you the deal value as you type.

  2. 02

    Move the deal

    Track each opportunity through the pipeline as the conversation progresses. Stages fit how you sell — services, products, or both.

    NewContactedInterestedQuotationNegotiationOrder confirmedWon

  3. 03

    Quote, then invoice

    At Quotation, create the quotation from the lead — customer and items already filled in. When the order is confirmed, convert it to an invoice.

  4. 04

    Follow up

    Purselo shows what's due, overdue, upcoming, or going cold — and lines up the next step when you complete one.

Features

Everything a deal needs. Nothing it doesn't.

Eight things, done properly — from the first follow-up to the invoice that repeats every month. Every visual below is the actual product.

  • The Purselo dashboard: a clear view of what's next, six metrics — 9 active leads, TZS 30,800,000 active pipeline, TZS 8,300,000 won, 3 due today, 2 overdue, 66.7% conversion — above the Needs attention and Recent activity lists.

    Sales dashboard

    Active pipeline value, wins, overdue follow-ups, and the opportunities that need attention — on one screen.

  • A finished Purselo quotation: the seller's logo and details, quotation number QT-2026-0009 with issue and valid-until dates, prepared for ABC Interiors, one line for 10 Executive Office Chairs with a 5% discount, subtotal, discount, VAT 18% and a total of TZS 3,587,200, then notes and terms.

    Quotations & invoices

    Create a quotation from the lead, convert it to an invoice when the order is confirmed, and download print-ready PDFs.

  • The Recurring invoices page in Purselo for an office-cleaning business: Kivukoni Law Chambers TZS 850,000 every month, Mbezi Beach Apartments TZS 380,000 every 2 weeks, Msasani Dental Clinic TZS 1,200,000 every month and Oyster Bay Café TZS 450,000 every 3 months, each with its next and last invoice dates and an Active status.

    Recurring invoices

    Bill the same customer weekly, monthly, quarterly or yearly. Set it up once and each invoice is created on schedule, as a draft or finalized.

  • Purselo's Invoice follow-ups, Needs attention tab: Kivukoni Law Chambers INV-2026-0038, payment overdue; Msasani Dental Clinic INV-2026-0041, ready to send; Upanga Pharmacy INV-2026-0043, review, finalize and send. Upcoming, Awaiting payment and Paid tabs sit alongside.

    Invoice follow-ups

    See which invoices are ready to send, which are due and who's overdue — then mark them sent, and paid when the money arrives.

  • The Needs attention list on the Purselo dashboard: four leads with stage, value, due time and Reschedule actions, two marked overdue.

    Follow-up tracking

    Know who needs a message today, tomorrow, or is already overdue.

  • Purselo pipeline columns — New, Contacted, Interested, Demo, Proposal — each with lead cards and totals.

    Sales pipeline

    See every active opportunity and move deals visually through their stages — including Quotation and Order confirmed when you sell products.

  • A lead page for Harbor Cycle Works: stage, value, quick actions, contact details, follow-up sequence and notes.

    Lead management

    Keep contacts, notes, requirements, the items they want, deal value, and history together.

  • An Executive Office Chair on a new opportunity: quantity 10, unit price TZS 320,000, a 5% discount, line total TZS 3,040,000, and an items total below.

    Product & service catalogue

    Keep what you sell with default prices. Add items to a lead with a quantity, a negotiated price and a discount — the deal value updates as you type.

Quotations & invoices

The paperwork, from the same screen as the deal.

A quotation used to mean retyping the customer, the items and the prices into another tool. In Purselo the lead already knows all of that — so the document is one click, and the invoice is one more.

  1. Lead
  2. Quotation
  3. Order confirmed
  4. Invoice

Quotation. Prefilled from the lead, tax applied, a note added, previewed.

Invoice. Converted from the quotation — same customer, same items, same totals.

  • Create a quotation from the lead: customer, items, negotiated prices and discounts are already filled in
  • Apply tax, add a note and your terms, and preview the same layout the PDF uses
  • Finalize to lock it — numbers like QT-2026-0009 and INV-2026-0003 are allocated for you
  • Order confirmed? Convert the quotation to an invoice in one click. The quotation stays untouched
  • Download print-ready A4 PDFs with your logo, TIN and payment instructions
  • Mark quotations accepted, rejected or expired and invoices paid — it all shows on the lead's timeline

Your business name, address, TIN, logo, default tax and footer terms live under Settings and print on every document. Purselo records what was quoted and invoiced; it doesn't do accounting, stock deduction or fiscal integrations.

New — recurring invoices

Same customer. Same invoice. Every month.

If you clean an office, service a generator, host a website or rent out a space, you bill the same people for the same work, again and again — and type the invoice out each time. Set it up once in Purselo and every invoice after it is created on schedule.

  1. Schedule
  2. Invoice
  3. Sent
  4. Paid
  1. 01

    Set it up once

    Pick the customer from one of your leads — their details, items and agreed prices come with them — or type a new one in. Then choose how often it repeats, the first invoice date, when payment is due and when it ends. Review it and activate it.

    WeeklyMonthlyQuarterlyYearlyCustom interval

  2. 02

    It runs on its own

    On each date Purselo creates the invoice — as a draft for you to check, or finalized with its own number and PDF. Nobody has to be logged in for it to happen.

    Generate as DraftAutomatically Finalize

  3. 03

    Get paid

    Invoice follow-ups lists what's ready to send, what's due and who's overdue. You send each invoice your way, mark it sent, and mark it paid when the money arrives.

    Needs attentionUpcomingAwaiting paymentPaid

Real product screens. Fictional demo data.
The Review recurring invoice dialog for Monthly office cleaning: customer Msasani Dental Clinic, amount TZS 1,200,000, repeats every month, first invoice May 01, 2026, payment due May 15, 2026, never ends, automatically finalize — with Keep editing and Activate recurring invoice buttons.
Before it starts. Check the customer, amount and schedule, then activate.
Generated Invoices for the Msasani Dental Clinic schedule: six invoices of TZS 1,200,000, issued on the 1st of each month from May to October 2026 — INV-2026-0041 finalized, the five before it paid.
Six months later. Six invoices, one on the 1st of each month. Nothing retyped.

The details

  • Weekly, monthly, quarterly or yearly — or a custom interval, like every 2 weeks or every 6 months
  • Ends never, on a date, or after a set number of invoices
  • Payment due immediately, in 7, 14 or 30 days, or after any number of days you choose
  • Finalized invoices get the next INV number, the same preview and the same PDF as any other invoice
  • Generate Invoice Now bills one extra today without moving the schedule
  • Pause, resume, edit or cancel at any time — changes only affect future invoices, never ones already issued
  • Billing on the 31st? February gets the 28th or 29th, and March is back on the 31st
  • Every invoice a schedule has created is listed on it, with its status and PDF

Purselo creates recurring invoices but never sends them for you. You send each one yourself — on WhatsApp, by email or on paper — and marking it sent clears the reminder. Payment reminders stay until the invoice is paid.

What needs attention

Open Purselo and know exactly what to do next.

A CRM that only stores data leaves the remembering to you. Purselo sorts your leads by urgency — overdue, due today, going cold — so the first screen of the day is already a to-do list.

Needs attention4
Sep 13, 2026

  • Overdue

    • BS

      Bicycle Shop

      Confirm the inventory demo

    • LB

      Local Business

      Share the proposal

  • Today

    • DE

      Daily Essentials

      Walk through the payment dashboard

  • Going cold

    • TC

      Tuition Centre

      Review the catalogue and quote flow

Complete a follow-up from the dashboard and the overdue count updates immediately.

Pipeline

Every opportunity, in one view.

See exactly where every deal stands and move it forward — without digging through spreadsheets, chats, and notes.

  1. New
  2. Contacted
  3. Interested
  4. Demo
  5. Proposal
  6. Won

Drag a card by its handle, or change the stage from inside the lead. Keyboard works too.

Purselo's Continue on WhatsApp dialog for a lead: the phone number with a Copy button, an optional message draft, and an Open WhatsApp button. Opening WhatsApp does not mark the lead as contacted.

WhatsApp

Your CRM shouldn't get between you and the conversation.

Most of these deals happen in WhatsApp threads. Purselo doesn't try to replace that — it gets you into the right chat in one tap and keeps the follow-up, the notes and the deal value organised around it.

  • Opens the lead's WhatsApp chat from the lead page or a follow-up
  • Keeps your follow-up dates, notes and deal value next to the conversation
  • You write and send every message yourself — nothing is automated

Purselo is not connected to the WhatsApp Business API and does not read, send, or track messages.

Pricing

Simple pricing.

Purselo is ready for solo sellers today. Team and Enterprise plans are on the way — talk to us if you need them sooner.

Solo

Available now

For freelancers and independent salespeople. Available now.

TZS 25,000/ month

  • 1 user
  • Unlimited leads
  • Pipeline
  • Follow-ups and sequences
  • Product & service catalogue
  • Quotations and invoices (PDF)
  • Recurring invoices
  • Invoice follow-ups
  • Your logo, tax and terms on documents
  • WhatsApp shortcuts
  • Dashboard
Get started

Team

Coming soon

For small sales teams.

TZS 45,000/ month

  • Up to 5 users
  • Everything in Solo
  • Shared pipeline and catalogue
  • Lead assignment
  • Team follow-ups
  • Team activity
  • Performance overview
Talk to us

Enterprise

Coming soon

For larger teams and businesses that want it on their own terms. Priced for your team size.

Custom

  • Unlimited users
  • Everything in Team
  • Self-hosted on your own server
  • Dedicated onboarding
  • Priority support
Talk to us for a price

Prices are in Tanzanian shillings, per month. Your workspace is set up with you personally over Instagram DM — no payment is collected on this site.

Why Purselo exists

Built because I needed it myself.

Purselo started as a Saturday-night project. I needed a simple way to keep track of the businesses I'd spoken to, the deals I was working on, and who I had to follow up with next.

What began as a personal tool started feeling useful beyond my own workflow. So I kept building.

It's early, it's being used every day, and it's shaped by real follow-ups rather than a feature checklist.

— Dhruv, the person building Purselo

FAQ

Questions, answered plainly.