
Rillet
AI-native ERP disrupting NetSuite in mid-market SaaS -- can it defend against Campfire and expand beyond its core?
Rillet customers are cutting close cycles from 20 days to 5-7 days while saving 3-5x vs. NetSuite. But in head-to-head deals with Campfire, Rillet wins only 50% of the time as product parity narrows and both chase the same SaaS ICP. The company needs to expand beyond SaaS verticals or develop sustainable pricing power to grow beyond its SAM.
AI ERP
June, 2026
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