The big picture here is that LLMs using APIs to get into information stores works but is stupidly slow. Email is a good example. You can hookup gmail or whatever to codex or claude and it's great. But it takes ages for it to dig through your inbox and that involves doing a lot of API calls. Most SAAS tools are about gate keeping data via APIs. You need to break open those silos to get to the data. A CRM is just a contact book with a lot of meta data. Why not download all that data and provide direct access? It's a lot faster than accessing records one by one via some API.
What if email existed on your laptop? Like was common before we moved to using web based applications? What if your local email client had a local database with a proper search API. That sounds a lot like what Thunderbird, Outlook, etc. did a quarter century ago. And still do if you still use those. Digging through a local database is a lot faster than dealing with relatively slow API access. LLMs are really good at doing stuff like that.
I run a small company, I've taken a sledge hammer to many of the SAAS tools we use in our business in the last years. We got rid of Hubspot, Slack, and many other tools we use for financial planning, etc. These got replaced with self hosted open source things or simple file based repositories in some cases. This has several huge advantages: 1) it's stupidly easy to get to the data for LLMs now 2) LLMs can administer these things for us 3) we saved quite a bit in licensing fees. 4) removing obstacles means LLMs can do complex things we used to do manually in dreadful SAAS tools.